WHERE OLD-FASHIONED VALUES ARE APPLIED TO MODERN DAY INVESTING.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
At Belmont Capital Advisors, we work hard to ensure our clients enjoy their days and sleep well at night without wasting time on financial worry. We accomplish this by working hand-in-hand with our clients to construct a solid foundation that is aligned with the lives our clients intend to live.
We believe everyone deserves a retirement filled with health, wealth, and happiness. It is our mission to make this a reality for retirees in the Carolinas.
Listen on your favorite platform
Belmont Capital Advisors rejects the traditional “hands-off” method you may have experienced with the big-name firms because we feel a personalized approach is the best way to reach your goals in retirement. Our experienced financial advisor and retirement planning team ensures the needs of all of our clients are met as fully as possible.
Do your investments match your true risk tolerance?
Are you prepared for and protected from a market correction?
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560