Calamita Wealth Management

17 day(s) ago

Address : 6135 Park S Dr Suite 510, Charlotte, NC 28210, United States

Phone : 704 276 7325

Email :


Every financial planning relationship begins with the "establishment" phase. Establishing the roles and expectations of both the financial planner and the client is a critical initial step to a longlasting and trusted relationship. We further clarify such important issues as fee structure, communication preferences and other often overlooked factors that are important to laying the foundation.


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