Managing wealth can be a complex undertaking, requiring deep knowledge in a variety of disciplines. That's why the Calamos Wealth Management team takes a holistic approach to reviewing your situation and answering all of your concerns.

Questions
  • What happens if I cash out my stock options today?
  • Is it best to defer payouts from my pension?

Solutions
  • Benefit Options
  • Compensation Review
  • Compensation Planning
  • Options and Deferred Compensation
Questions
  • Is my family adequately protected against catastrophic financial loss?

Answers
  • Wealth Transfer Strategies
  • Asset Protection Strategies
  • Third Party Insurance Reviews
Questions
  • How can I maximize my businesses value?
  • What should I be doing now to prepare my business for future sale?

Solutions
  • Tax Structures
  • Contractual Agreements
  • Insurance (key man, buy/sell)
  • Succession Planning
Questions
  • What's the best way to save and to fund my children's college educations?
  • What do I need to save now for a comfortable retirement?

Solutions
  • Cash Flow Analysis
  • Financial Planning Goal Analysis
  • Net Worth Statements
  • Liability/Debt Management
  • Tax Mitigation Strategies
  • Life Transitions
Questions
  • How can I reduce my overall tax liability?
  • Are the assets of my estate taxable?

Solutions
  • Review 1040
  • Tax Mitigation Strategies
  • Integrated Tax Efficient Investments
Questions
  • Why would I need to update my Estate Plan?
  • Are my assets and accounts titled properly?

Solutions
  • Review Documents
  • Wealth Transfer Strategies
  • Asset Protection Strategies
Questions
  • What are my options for giving to charitable causes?
  • How can I maximize my gifts to charity?

Solutions
  • Charitable Gifting
  • Trusts, Foundations, Major Gifts
Executive Benefits
Risk Mitigation
Planning for Business Owners
Financial Planning
Tax Planning
Estate Planning
Philanthropy

Wealth Advisory Process

Identify Goals & Objectives
Analyze Household Wealth
Deliver Plan Options
Implement
Monitor, Review, Adjust
Identify Goals & Objectives

Beginning with an in-person meeting, we take the time to know you and your family – your current needs, the personal values that drive your decision-making, your near-term goals and your long-range aspirations. We look at all of this within the context of your family dynamics.

Analyze Household Wealth

We conduct an in-depth analysis of all your assets, to fully identify your opportunities, aiming to avoid all unnecessary risks and exposure.

Deliver Plan Options

We present to you a thorough and thoughtful set of recommendations that constitute an integrated plan for tax optimization, retirement planning, risk mitigation and other solutions determined by our discovery conversation and wealth analysis

Implement

With your participation, we construct an investment portfolio tailored to your plan and with an informed awareness around investment risk.

Monitor, Review, Adjust

Your portfolio will be continually monitored by a dedicated Senior Wealth Strategist, who regularly interacts with your Wealth Advisor and Calamos Wealth Management’s Chief Investment Officer. You will have access to both your Advisor and Strategist, who may recommend adjustments to your portfolio over time to reflect changes in the markets or in your personal circumstances.