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.
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.
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:
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.