Welcome to Belmont Capital Advisors


Make sure your LIFE SAVINGS outlive your retirement

Take the first step in the planning process. Please fill out the form and we’ll get started on your custom 1 Page Income Plan!

A Retire(meant)™ for Living

At Belmont Capital Advisors, a financial advisor and retirement planning firm in Belmont, 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

About Our Founder,
JoePat Roop

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.

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Areas of Focus

Do your investments match your true risk tolerance?

Are you prepared for and protected from a market correction?

Come by for a chat! Fill out the form and a member of our team will be in touch with you shortly.