Reduce Taxes - Invest Smarter - Optimize Income
Who We Are
At Calamita Wealth Management, we are dedicated to helping individuals over the age of 50 achieve a successful retirement. Our mission is to provide comprehensive financial planning that is tailored to each client's unique goals and desires. We believe that a successful retirement is one that is built on a foundation of careful planning, smart investing, and a deep understanding of the tax and retirement planning issues that our clients face.
Our Services
We offer a range of services designed to help our clients achieve their financial goals. These services include:
Retirement Planning: Our team of CERTIFIED FINANCIAL PLANNERS will work with you to create a personalized retirement plan that takes into account your income, expenses, and goals. We will help you determine how much you need to save for retirement and provide guidance on how to invest your savings wisely.
Social Security Timing: We will help you navigate the complex world of Social Security benefits and determine the best strategy for claiming your benefits. We will also provide guidance on how to optimize your retirement income and minimize taxes.
Investment Management: Our team will work with you to create an investment portfolio that is tailored to your risk tolerance, time horizon, and financial goals. We will also provide ongoing monitoring and rebalancing services to ensure that your portfolio remains aligned with your goals.
Retirement Income Tax Planning: We will help you minimize taxes in retirement by providing guidance on income tax planning strategies and smart investment strategies.
Why Choose Us
At Calamita Wealth Management, we stand out from other financial planning firms because of our commitment to transparency, professionalism, and a focus on our clients' best interests. We are dedicated to helping our clients achieve a successful retirement, and we pride ourselves on our expertise, integrity, and personalized service.
Meet Our Team
Our team of CERTIFIED FINANCIAL PLANNERS is dedicated to helping our clients achieve their financial goals. Our team members are highly experienced and have a deep understanding of the complex issues that our clients face in retirement. Our team includes:
Todd Calamita, CFP, CDFA: As the Managing Principal of Calamita Wealth Management, Todd is committed to providing his clients with personalized financial planning and investment management. Todd is a CERTIFIED FINANCIAL PLANNER and a Certified Divorce Financial Analyst.
Britton Williams: As a Wealth Advisor at Calamita Wealth Management, Britton is dedicated to providing his clients with high-quality financial planning and investment management services. Britton has over a decade of experience as a financial advisor and specializes in working with individuals over the age of 50.
Lacey Garcia, CFP: As the Operations Manager at Calamita Wealth Management, Lacey is responsible for working with the team in the operations area as well as for the ongoing maintenance and innovation of the company's client management system. Lacey is a CERTIFIED FINANCIAL PLANNER and holds a Bachelor of Science degree in Human Development and Family Studies and a Master of Science degree in Personal Financial Planning.
Sue Chesney, MSFP, CFP: As a Senior Financial Planner at Calamita Wealth Management, Sue works behind-the-scenes with our team to provide analysis of our clients' Financial Plans. Sue has completed thousands of financial plans and is a Certified Financial Planner.
Overview of Reviews
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings to Todd Calamita and his team.
Trust and Personal Connection
A common thread throughout the reviews is the trust that clients have in Todd Calamita. Many reviewers mention feeling comfortable and at ease with him, citing his kind, genuine, and patient nature. He takes the time to listen to their concerns and goals, and they appreciate his thorough and thoughtful approach.
Expertise and Guidance
Reviewers praise Todd's expertise and guidance in managing their finances, investments, and estate planning. They appreciate his ability to explain complex financial concepts in a clear and understandable way, and his willingness to address their fears and concerns.
Personalized Service
Todd and his team are commended for their personalized service, making clients feel like they are their only clients. They are responsive, communicative, and proactive in helping clients achieve their financial goals.
Results and Outcomes
Several reviewers mention specific positive outcomes as a result of working with Todd, including feeling more confident about their financial future, avoiding potential losses, and achieving their retirement goals.
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