About Company

Calamita Wealth Management is a Charlotte-based wealth management and financial planning firm focused on helping clients age 50+ prepare for and succeed in retirement by providing retirement planning, Social Security timing, investment management, retirement income strategies, and tax planning; Calamita Wealth Management is led by Certified Financial Planner® professionals, offers free retirement assessments and personalized, fee-transparent advice, works collaboratively with clients and tax advisors to optimize income and reduce taxes, and leverages over 25 years of experience to deliver fiduciary, client-centered guidance both locally and virtually.

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