Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC Reviews

Kelly Fillnow 2025.12.05

     

Calamita Wealth Management has been a complete game changer for us. They genuinely care about their clients’ well-being and personal goals, offering personalized and trusted guidance every step of the way. Their commitment goes far beyond the typical call of duty for financial planners. The time and attention they’ve invested in helping us plan our future has truly not gone unnoticed — they make you feel like you’re their only client. We fully trust them with our financial future and so grateful my parents led me to them!

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.21

Kelly, Thank you so much for sharing this thoughtful review. It means a great deal to us. We care deeply about the families we work with and it is incredibly rewarding to know that the time and attention we put into your plan has made such a meaningful difference. Helping you feel supported and confident about the future is exactly why we do what we do.

Disclosure: Kelly is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Kelly's comments may not be representative of any other person's experience with the firm.

Leigh Kokenes 2025.11.07

     

Britton and Todd with Calamita Wealth Management provides comprehensive retirement planning and financial planning. Their attention to detail provides us with a roadmap to gauge our investments and spending. The attention to details are evident in our discussions and much appreciated. Thank you.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Leigh, Thank you so much for your kind words and for taking the time to share your experience! We’re thrilled to hear that our process has helped provide clarity and confidence in your retirement planning. Attention to detail is very important to us, and it’s wonderful to know that it’s making a meaningful difference for you.

Disclosure: Leigh is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Leigh's comments may not be representative of any other person's experience with the firm.

Ann Partel 2025.11.03

     

“When my husband and I retired, we began our search for a Certified Financial Planner in the Charlotte area. We both interviewed Todd separately and chose him. We trust him with our life savings just like we trust our health to our family doctor. He answers our questions honestly and frankly. He communicates with us during good times, and he’s always there when financial conditions get tough. He’s helped us maneuver through recessions, financial collapses, a pandemic, and even buying a second home. His professionalism and knowledge always impress me. We’ve referred him to several friends and have heard nothing but excellent feedback.”

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Ann is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Ann's comments may not be representative of any other person's experience with the firm.

Missy George 2025.09.28

     

We have been clients working with Todd for so long that when we started we couldn't imagine ever being able to retire. Over the years Todd and team are not only trusted advisors, but along the journey they became friends. What Todd and Britton have done with a modest income is truly a testament to their knowledge, skill and ability to listen to our needs and concerns. Now at retirement we sleep well at night and enjoy the next phase of our journey. Very gratefully, M and G George

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Thank you so much for sharing these kind words. It’s been a true privilege to walk alongside you over the years from the early stages of planning to now seeing you enjoy retirement. Britton and I are grateful for your trust and friendship, and we’re honored to have played a part in your journey.

Disclosure: Missy's is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Missy's comments may not be representative of any other person's experience with the firm.

Sharon Mundy 2025.08.19

     

We have worked with Todd for several years and he has always listened to our goals and concerns.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Thank you Sharon! It's been a pleasure working with and Craig on your retirement planning and investments over the last 18 years.

Disclosure: Sharon is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Sharon's comments may not be representative of any other person's experience with the firm.

Todd Ellis 2025.08.01

     

Calamita Wealth Management offers friendly, personal service and trusted advice. Explaining the details with actionable approaches and solutions. They always take the time to make the "complicated," less complicated. Wealth Advisor Britton Williams is a star!

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Todd, These are such kind and thoughtful words about Britton. He enjoys working with you very much!

Disclosure: Todd is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Todd's comments may not be representative of any other person's experience with the firm.

Gloria Buritica 2025.05.20

     

Calamita Wealth Management Financial Advisors and Planners are extremely professional and proactive. They have advised my for several years and are now helping my husband and I ensure our finances are on target for our retirement goals. They have proven to be trustworthy and knowledgeable. I highly recommend!

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Gloria, Thank you so much for your thoughtful review and for trusting us over the years! We’re honored to be part of your financial journey and to now be helping both you and your husband work toward your retirement goals. Knowing that you find our guidance trustworthy and proactive means a lot to us. We truly value your confidence and look forward to continuing to support you in the years ahead.

Disclosure: Gloria is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Gloria's comments may not be representative of any other person's experience with the firm.

Paul Johnson 2025.05.15

     

We've been working with Calamita Wealth Management for two months, and the experience has well exceeded what we were hoping for. Britton is helping us make sense of a retirement plan that—hard as it is to believe—is suddenly upon us. There's so much to consider, but he guides us steadily and confidently. He answers all our questions with patience and clarity, and most importantly, gives us the space to truly understand the decisions we are making. So grateful to have him in our corner!

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Paul, Thank you so much for sharing your experience! We’re delighted to hear that your time with us has been so valuable and that Britton’s guidance has helped you feel more confident as you approach retirement. We know how important it is to have clarity and space when making these decisions, and we’re honored to be in your corner. We look forward to supporting you on this next exciting chapter of life!

Disclosure: Paul is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Paul's comments may not be representative of any other person's experience with the firm.

Chris Rogers 2025.03.30

     

The Calamita Wealth team have been my advisors for 15+ years. They are trustworthy, transparent and always looking out for our family’s best interests. I really appreciate their thoughtful financial advice and would highly recommend them to anyone who asked.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Chris, Thank you so much for your trust and partnership over the past 15+ years. We’re grateful to have supported your family’s financial goals and truly appreciate your kind words about our approach and transparency.

Disclosure: Chris is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Chris's comments may not be representative of any other person's experience with the firm.

Noah Benedict 2025.02.27

     

We've been working with Calamita Wealth Management for years and I can't say enough good things. Todd has an easy-to-follow, pragmatic approach to planning for the future and has helped us really understand what we need to do now in order to have the retirement we want. It's been a great experience to see our nest egg grow and watch our probability of having a successful retirement move from red to green. He's also helped us out with estate planning, budgeting, college savings, etc. Plus he's just a dang nice guy and I look forward to our calls. Recently, we enjoyed meeting with Briton. I've every confidence that he's another great member of the team and wouldn't hesitate to continue to work with him.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Noah, Thank you so much for your thoughtful review. It’s truly rewarding to see your retirement plan come together and to know our work together has helped move your outlook from red to green. I’m glad our calls have been valuable, and I appreciate your kind words about Britton. He’s been a fantastic addition to our team. Looking forward to many more years of working together!

Disclosure: Noah is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Noah's comments may not be representative of any other person's experience with the firm.

Laurie Lenigan 2025.01.03

     

Calamita Wealth Management is wonderful. We were introduced to them just as we entered our 60s, and they have made a significant and positive difference in our retirement plans and future. We now have a very clear picture of where we will be next year and also 30 years from now. With their guidance we have done all the work to make certain our retirement years and our son's future is bright. Thank you especially to Britton Williams for the individual care and friendship he has provided to us. This is an invaluable service and we are so grateful that we are clients.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Laurie, Thank you so much for your thoughtful review and for entrusting us with your retirement planning. It means a great deal to know that together we’ve created a clear and confident path for both your retirement and your son’s future. I truly appreciate the opportunity to provide personalized care and build our friendship along the way. I’m grateful to have you as clients and look forward to supporting you in the years to come.

—Britton Williams, Calamita Wealth Management

Disclosure: Laurie is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Laurie's comments may not be representative of any other person's experience with the firm.

Manju Jacob 2024.11.30

     

Todd Calamita has been our financial planner for over 5 years now. I met him after my husband's passing through one of our friends who recommended him highly. He really helped with all the financial advice and steps I needed to take at that crucial time to make my financial future secure. He has been a very trustworthy, honest and humble person always willing to help with any financial advice I needed. He is very knowledgeable and professional in all his dealings. I especially am thankful for his thoughtfulness and for the way he reaches out periodically to check on our family. I am thankful and blessed to have Todd as our financial advisor and would highly recommend him to anyone looking for a Certified financial planner!!

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2026.07.17

Manju, Thank you so much for your kind and heartfelt words. It has been an honor to support you through such an important and difficult time, and I’m grateful for the trust you placed in me. Being able to help secure your financial future and provide ongoing guidance means a great deal. I consider it a privilege to be part of your journey and to check in on your family along the way. Your recommendation for anyone looking for a Certified Financial Planner® truly means a lot to me.

Disclosure: Manju is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Manju's comments may not be representative of any other person's experience with the firm.

Mary Leigh Johnston 2021.06.30

     

I chose Todd as my financial advisor because my father had been working with him for some time. When he came to our house to review our financial picture, we immediately felt comfortable talking to him about our money and hopes for the future. He was kind and genuine. He was thorough and thoughtful, which made us feel important because we didn't have a large amount of money to invest at the time. I tell everyone that the Calamita team listens. They go above and beyond without question. There are few companies that reach out to customers the way they do. And they're also interested in you, your lifestyle and your family. I feel safe knowing that Todd is involved in my financial future.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Mary Leigh is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Mary Leigh's comments may not be representative of any other person's experience with the firm.

Valerie Cizl 2021.06.05

     

I started looking for a financial advisor after I moved to Charlotte, NC from Ohio. Todd and I went to the same college, and I immediately knew he was someone I could trust after meeting with him. I’ve recently gone through a long, drawn-out divorce and Todd has been able to advise me on a variety of issues and things I should consider. Knowing that someone who is an expert is doing their best to provide me a financially sound future has been one of the best parts of working with Todd.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Valerie is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Valerie's comments may not be representative of any other person's experience with the firm.

Sharyn Ellison 2021.05.15

     

Todd has been our financial planner for over 20 years. We met him when my husband’s job transferred us to Charlotte, NC, and I took on a temp role at the wealth management firm where Todd worked. It didn’t take me long to realize what an ethical, intelligent, and honest person he is. One thing I liked most about Todd is that he understood my fear about my financial future — specifically my fear of losing our savings. I’m not comfortable taking risks, so the stock market scared me. Todd helped me overcome this fear by patiently, thoughtfully, and thoroughly explaining ways to invest safely. It’s been over 20 years and I’m still glad we chose him as our financial planner.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Sharyn is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Sharyn's comments may not be representative of any other person's experience with the firm.

Gale Staff 2021.05.04

     

When we first started working with Todd, most of our investments were tied up in my husband’s stock options. Todd suggested we diversify, so we did. A few months later my husband’s company in Charlotte was sold. We could have lost everything, but with Todd’s suggestions and guidance we did not suffer a loss. Todd is so easy to talk to. He acts like you are his only client and I never feel rushed. He has lots of great programs that help forecast where our finances will be if we continue down the path we’re on. I know Todd has our best interests in mind. I trust him to lead us in the right direction, as best he can. He has helped us think through our goals and choose investments that will help us achieve them. If you’re looking for a Certified Financial Planner in Charlotte, NC, Todd is your guy.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Gale is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Gale's comments may not be representative of any other person's experience with the firm.

Ann Gleason 2021.04.27

     

My husband and I started working with Todd Calamita and his team about six months ago as we began to plan for retirement and could not be more pleased. One thing that sets Todd apart from other wealth management groups we "interviewed" is the time he and his team took to really listen and learn about our lives and our family - to what is most important to us now, and what we envision for the future. Aside from expertly managing our investments, he has helped us establish a trust for our estate and has advised us on insurance and real estate planning. Thanks to Todd, we are heading towards retirement with confidence.

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Reply from Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC 2023.10.25

Disclosure: Ann is a client of Calamita Wealth Management and is not being compensated for sharing her opinion and experience of our firm. Any compensation creates a conflict of interest and Ann's comments may not be representative of any other person's experience with the firm.

Joshua Zitting 2021.04.15

     

I was looking for a Financial Planner in Charlotte NC and came across Calamita Wealth.  Todd and his team were extremely professional and informative and a pleasure to work with.

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