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.
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