A Holistic Approach to Managing Wealth
Calamos Wealth Management distinguishes itself from other firms by the team of professionals it has attracted and retained for the benefit of its clients.
When you engage Calamos Wealth Management, you will be introduced to a dedicated Wealth Advisor who will serve as your personal contact and guide, responsible for managing all aspects of your relationship with our firm.
Because we recognize that each client has a unique set of circumstances, challenges, and aspirations, we will surround you with a diverse team of talented professionals in addition to your wealth advisor. Their varied backgrounds and experience allow us to apply a truly holistic approach to understanding your wealth profile. Your team collaborates to bring together solutions that are informed by a collective wisdom, rather than a single perspective.
This may include insight from any of the following professionals, as warranted by your needs and goals:
- Certified Financial Planner® professional (CFP®)
- Chartered Financial Analyst® (CFA®) designation holder
- Certified Investment Management Analyst® (CIMA®)
- Accredited Investment Fiduciary® (AIF®)
- Practicing Attorney
In addition, you may meet with advisors, consultants and strategists experienced with:
- Corporate executive deferred compensation strategies
- Small businesses and professional practices
- Foundations, charities and non-profits
- Multi-national client interests
- Professional athletic contracts, bonuses and insurance