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.
Joseph Patrick Roop, or JoePat for short, began his investment career in 1992 as a college intern at Merrill Lynch. He later worked as an investment advisor for a number of major banking institutions and investment firms before leaving the corporate environment to provide clients with a more boutique-style experience.Read More Read More