Other Areas of Focus

You deserve more than the status quo.

At Belmont Capital Advisors, we seek to offer sound advice and added peace of mind to our clients. As an independent company, we offer solutions to help our clients through retirement by meeting our clients’ financial planning and retirement needs.

Investment Planning

We are proud to offer a number of investment strategies to our clients, including the Endowment Model. This form of investing is designed to increase portfolio performance while lowering overall risk. This model operates similarly to how endowments and universities invest, creating a more diversified portfolio. For those clients for whom the Endowment Model is not right, we also offer a range of alternative strategies.

Legacy & Estate Planning

Life isn’t just about securing your own future – it’s about taking care of your family and loved ones, too. That’s why we provide full-service legacy and estate planning, including:

  • Long-term care alternatives
  • Beneficiary reviews
  • Trusts and wills to avoid probate
  • Asset ownership

Tax Reduction Strategies

You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning (Roth and Roth alternatives) and Social Security benefit planning and review.

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