About Us
Our History
Since our founding in 2009 by JoePat Roop, Belmont Capital Advisors has grown as an independent firm with solutions ranging from wealth management to retirement planning. In many ways, working with individual investors truly reflects the heart of our firm. This is because we are an organization built on relationships – close, long-term relationships cemented over generations by a spirit of trust, integrity, and transparency. It is also because, like you, we are investors ourselves. We share your aspirations for safeguarding, enhancing, and passing on a legacy of financial security built over a lifetime of hard work.
Our Belmont and Charlotte financial advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. It is a living legacy that represents a commitment to delivering excellence to our clients. They recognize that entrusting your wealth to an investment firm is one of the most difficult and important decisions you will make. As investors ourselves, we understand this. As investment professionals, we are dedicated to ensuring that your faith in Belmont Capital Advisors is rewarded year after year, from generation to generation.
Our Philosophy
1. As humans, we empathize deeply, seeking first to understand.
2. As teachers, we work to increase understanding.
3. As advisors, we apply our specialized knowledge to improve each unique situation.
4. As citizens, we improve the community around us one household at a time.
Charlotte Financial Advisors & Client Services
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.