Belmont Capital Advisors

Belmont Capital Advisors Our Financial Advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. Let us help you decide.

Bottom line - Do you know what you need to live when you retire? Do you know how to get there? At Belmont Capital Advisors we work hard to ensure our clients enjoy their days and sleep well at night without giving a thought to financial worry. We accomplish this by working hand-in-hand, with our clients, to construct a solid foundation that is in alignment with the life our clients intend to live. We have a deep understanding of all relevant forms of financial instruments including insurance, mutual funds, annuities, stocks, bonds, cash equivalents, and alternative investments. However, we view these things as merely tools to be deployed for a higher purpose and not an end unto themselves. We believe that retirement should be the most light hearted and carefree time of life, spent with family and not worrying about the safety of life savings. Securities offered through Dempsey Lord Smith, LLC Member FINRA: https://www.finra.org/ #/ /SIPC: https://www.sipc.org/

Advisor services offered through Dempsey Lord Smith, LLC

Check the background of this firm on FINRA’s BrokerCheck. https://brokercheck.finra.org/

10/09/2026

📺 On this segment of Retire(meant) For Living, JoePat discusses the growing "paper millionaire" crisis and why a high account balance doesn't always translate into lasting retirement income.

10/07/2026

Retirement isn't just about building a nest egg. It's about turning that nest egg into a paycheck.

On this week's podcast, JoePat discusses one of the most important questions retirees face: Will my savings provide the income I need for the rest of my life?

There are plenty of opportunities to recover from mistakes in life and business. Retirement is different. That's why having a strategy for generating reliable income can be such an important part of the planning process.

🎧 Listen to Retire(meant) For Living on your favorite podcast platform for the full conversation!

Joe Pat Roop was recently featured in GOBankingRates discussing a retirement decision that many people struggle with: wh...
10/05/2026

Joe Pat Roop was recently featured in GOBankingRates discussing a retirement decision that many people struggle with: when to file for Social Security.

While many people assume delaying benefits is always the best strategy, Joe Pat explains that factors like health, life expectancy, and spousal benefits can all play an important role in determining the right timing. The key is understanding how your Social Security decision fits into your broader retirement strategy.

📖 Read the full article to learn more: https://www.gobankingrates.com/retirement/social-security/key-signs-you-should-file-social-security-sooner-than-later/

09/25/2026

A successful retirement isn't just about what you earn—it's about what you keep.

📺 On this segment of Retire(meant) For Living, JoePat discusses why reducing your tax burden can play a critical role in helping your retirement savings go further.

The future of Social Security remains one of the biggest retirement questions facing Americans today.In this article, Ta...
09/22/2026

The future of Social Security remains one of the biggest retirement questions facing Americans today.

In this article, Taylor shares his perspective on some of the challenges Social Security may face in the years ahead, including longer life expectancies and the growing strain on the system as people collect benefits for longer periods of time.

Read the full article 👉 https://finance.yahoo.com/news/3-scary-truths-future-social-120059678.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAF6mtZMXK5DoYq1fqb9nuvSkf3zQZLTLTGFv1CsGVWysF1l1ds2GYDcZoUAfKt1U94VhnQPGLM3kaWIHPs7cMUURi_n9aKVQ__cNSl2TIlkm7vFX4dncoMVrbK7W1oQ2l0Ikgxqk4g8Guy04srxwVV3dG8IDMdFWBufrCHfYFmtF

Will you automatically be in a lower tax bracket in retirement? Not necessarily.Between required minimum distributions, ...
09/21/2026

Will you automatically be in a lower tax bracket in retirement? Not necessarily.

Between required minimum distributions, Social Security income, and potential changes in tax laws, some retirees may end up paying more in taxes than they expected.

That’s why tax planning can be an important part of a retirement strategy, not just something you think about once a year.

09/18/2026

Inflation is showing up everywhere — groceries, streaming, and more. If you’re worried about what that means for your retirement savings, you’re not alone. Let’s talk through inflation‑resistant strategies to help your plan keep its purchasing power.

Give us a call at (704) 825-1560 or visit belmont-capital.com for a complimentary, no‑obligation consultation!

Thinking about relocating in retirement? You have to consider more than just the cost of the house... 🏡Taxes, healthcare...
09/14/2026

Thinking about relocating in retirement? You have to consider more than just the cost of the house... 🏡

Taxes, healthcare coverage, insurance, utilities and even everyday expenses can look very different once you've settled in.

Sometimes the hidden costs are the ones that matter most.

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service...
09/11/2026

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service members, and everyday heroes who answered the call in the face of unimaginable tragedy.

We will never forget.

09/10/2026

Could a lower tax bill lead to a better retirement?

📺 On this segment of Retire(meant) For Living, Joe Pat discusses why tax planning can play a critical role in retirement and how keeping more of what you've earned may help support your long-term goals.

Address

123 N. Main Street
Belmont, NC
28012

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17048251560

Website

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