Areas of Financial Expertise

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.

Rather than approaching your future with a one-size-fits-all approach, we work one-on-one with you to assess your unique financial situation and provide you with the right tools to achieve the retirement you deserve. As a financial advisor with a legal fiduciary responsibility, we will always put your best interest first.

You deserve more than status quo.

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INVESTMENT PLANNING

Belmont Capital Advisors is proud to offer a number of investment strategies, including the Endowment Model. This form of investing is designed to increase your portfolio performance, while lowering your overall risk. This model operates similarly to how endowments and universities invest, creating a more diversified portfolio.

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RETIREMENT PLANNING

When it comes to Retirement Planning, Belmont Capital Advisors has you covered. A few of the services we offer include:

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LEGACY & ESTATE PLANNING

At Belmont Capital Advisors, we realize that it 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 & Estate Planning, including: 

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TAX REDUCTION STRATEGIES

You’ve worked hard for your money, shouldn’t you take every action to ensure that you protect it? Unfortunately, Americans pay millions extra 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).  

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
-Robert Kiyosaki

SCHEDULE A CONSULTATION TODAY!

We would enjoy the opportunity to sit down with you for a free, no obligation, consultation. Please call today!