“Retirement shouldn’t feel uncertain. If you’re worried about taxes, market volatility, or simply making your money last, you’re not alone — and you don’t have to figure it out alone. At Belmont Capital Advisors, we listen first, explain clearly, and guide you every step of the way."
- JoePat Roop, President of Belmont Capital Advisors
With over 2,000 families guided successfully through retirement, we bring proven experience in creating and executing customized financial strategies that allow our client to enjoy their retirement years.
Our Mission
At Belmont Capital Advisors, we help retirees across the Carolinas gain clarity and confidence in their financial future. Our mission is simple: to eliminate financial uncertainty so our clients can focus on living the retirement they deserve—one filled with prosperity, protection, and preservation. With a proven process and decades of experience guiding over 2,000 families, we create customized strategies to safeguard what matters most and ensure every client enjoys a secure and fulfilling retirement.
Retirement should be a time to enjoy the life you’ve worked hard to build— not a time filled with financial uncertainty. Our free “5 Steps to Retirement” guide will walk you through the essential building blocks to create a retirement plan that fits your goals, lifestyle, and legacy.
Your future is worth planning for.
Take control today with our free guide and start building the retirement you deserve.
