Belmont Capital Advisors is proud to offer a number of investment strategies, including the Endowment Model.
When it comes to Retirement Planning, Belmont Capital Advisors has you covered. From 401K Rollovers to RMDs, we're here to help!
At Belmont Capital Advisors, we realize it isn’t just about securing your own future -- it’s about taking care of your family and loved ones too.
You’ve worked hard for your money, shouldn’t you take every action to ensure that you protect it?
Get started by clicking the button below. If you would like a member of Belmont Capital Advisors to discuss your Risk score with you, just leave your name and email in the form. We'd love to chat.
We would enjoy the opportunity to sit down with you and review your
Do you realize the vast majority of social security recipients fail to maximize their benefits because they do not understand their options? Sadly, many Americans end up leaving a large amount of money on the table. But, this doesn't have to be the case. Learn More
Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer – our team at Belmont Capital Advisors is the ideal choice when making retirement decisions. Learn More
At Belmont Capital Advisors, we work closely with Baby Boomers in planning for Required Minimum Distributions to ensure the proper amounts are taken from the correct accounts to avoid penalties by the IRS. Learn More
As a Fiduciary, our focus is to educate, protect, and empower our clients throughout the financial process. That is why we publicly address various financial topics that can harm investors if not properly informed through educational workshops and college financial courses. Learn More<a href="http://www.cityslick.net">Local Advertising Network</a>
We would enjoy the opportunity to sit down with you for a free,
Securities offered through Kalos Capital, Inc. member FINRA/SIPC/MSRB and investment advisory services offered through Kalos Management, Inc. both located at 11525 park Woods Circle, Alpharetta, GA, 30005 (678)-356-1100. Belmont Capital Advisors, Inc. is neither an affiliate nor a subsidiary of either Kalos Capital, Inc. or Kalos Management, Inc. For more information about Belmont Capital Advisors, you can view our profile on Broker Check. You can also visit FINRA for more details.
BELMONT
123 N. Main St.
Belmont, NC 28012
Phone:+ 704.825.1560
SOUTHPARK
6000 Fairview Road (12th Floor)
Charlotte, NC 28210
Phone: + 704.825.1560
KINGS MOUNTAIN
105 Regal Drive, Suite 1
Kings Mountain, NC 28086
Phone: + 704.739.4997