Calamita Wealth Management

Calamita Wealth Management Inc. is a registered investment adviser established in 2010, located in Charlotte, North Carolina. The firm specializes in providing financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, and businesses. The sole principal owner, Todd Calamita, is a Certified Financial Planner (CFP®) with a Bachelor of Business Administration and a Master of Business Administration. The firm offers comprehensive services through its Investment Advisory Agreement, including Discretionary Investment Management and Comprehensive Financial Planning. As of December 31, 2024, the firm managed over $124 million in assets on a discretionary and non-discretionary basis. Clients have the option for One-Time, Standalone Financial Planning services, which do not include ongoing supervision or management of assets. Calamita Wealth Management Inc. acts as a fiduciary, ensuring that client interests are prioritized. The firm's investment strategies involve a combination of qualitative and quantitative research techniques, adapting to market conditions and client needs. Clients are provided with regular account reviews and monitoring to ensure alignment with financial goals. The firm's fee structure is based on a percentage of assets under management, with a minimum quarterly fee of $2,500. Calamita Wealth Management Inc. has a Business Continuity Plan in place to address various disaster scenarios and ensure the continuity of services. Todd Calamita supervises all activities of the firm and is responsible for providing advice to clients.