Welcome to Belmont Capital Advisors

WHERE OLD-FASHIONED VALUES ARE APPLIED TO MODERN DAY INVESTING.

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A Retire(meant)™ for Living

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.

“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

Areas of Focus

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 extensive experience with and knowledge about financial services and retirement planning 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?

Start your retirement planning process today. Complete the form below and someone from our office will contact you shortly.