Todd Calamita is a fee-only financial planner located in Charlotte, North Carolina. Calamita Wealth Management provides comprehensive and objective financial planning and fiduciary investment advice to help clients organize, grow and protect their assets through life's transitions.
As a fee-only, fiduciary, and independent financial planner, Todd Calamita is never paid commissions of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice as a wealth advisor.Your finances, your future - that's the passion behind Calamita Wealth Management.
As a fee-only, fiduciary, and independent financial planner, Todd Calamita is never paid commissions of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice as a wealth advisor.Your finances, your future - that's the passion behind Calamita Wealth Management.
Services
Your Team
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Originally from North Carolina, Britton lives in Raleigh with his wife Stephanie raising their two beautiful boys James and Rankin. Britton spends his time playing soccer, tennis or swimming with their boys, being of service to others, and having family adventures across the country. Meeting Britton, you will clearly find that he has held a lifelong passion for investments and helping others.
Financial Planning & Investment Management
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Here at CALAMITA WEALTH MANAGEMENT in Charlotte North Carolina, we work closely with our clients building comprehensive financial plans tailored uniquely to each clients' personal needs and goals. Throughout the planning process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation.
Our Process
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Every financial planning relationship begins with the "establishment" phase. Establishing the roles and expectations of both the financial planner and the client is a critical initial step to a longlasting and trusted relationship. We further clarify such important issues as fee structure, communication preferences and other often overlooked factors that are important to laying the foundation.
Fiduciary
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We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional. We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts. We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.
A Fee-Only Financial Advisor
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If you are in the market for fee only financial advisors, you may have done a quick Google search and found that there are different subsections of fee only planners based on how they are compensated. So what exactly is the difference between a fee-only financial advisor, a fee-based financial advisor, and a commission-based financial advisor?
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