CALAMITA WEALTH

At Calamita Wealth Management, we understand that taxes can be a complex and daunting aspect of retirement planning for individuals. While we do not prepare and draft tax returns in-house, we work closely with your tax advisor to develop and implement tax strategies that help you keep more money in your pocket over your lifetime. Our tax planning services are designed to minimize your tax burden both now and throughout retirement, which is a crucial component of comprehensive financial planning for individuals over age 50... As an experienced Charlotte financial advisor, our wealth management Charlotte, NC services are designed to organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and tax planning. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of transitioning to retirement. At Calamita Wealth..

Also known as: Calamita Wealth Management, Calamita Wealth Management Inc.

Primary location: Charlotte United States