Calamos Wealth Management

Our Solutions


Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.

Advice & Planning

Our comprehensive approach to financial planning begins with understanding what is important to you. You’ll partner with our team of advisors to develop, implement, and manage a customized plan designed to grow and protect your wealth.

Trust & Lending

With our trusted partners*, we advise on all aspects of structuring and administrating trusts, professional trusteeship, as well as offer a suite of lending solutions tailored to meet our clients’ needs.

Recent Insights

2024 Outlook: A Year of Economic Contrasts

2024 promises to be a pivotal one for US and global economies. Learn more about themes we think will drive the markets over the next year in our 2024 Outlook.

Year-End Financial Planning Checklist

Make sure you are well-positioned by evaluating your financial plan before year end.

Our Firm

John P. Calamos, Sr., founded Calamos Investments in 1977 to help investors create and build long-term wealth through innovative, risk-managed strategies. He pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk. Whether through Calamos Wealth Management or Calamos Investments, the firm has remained steadfast in its commitment to put investors first, actively manage risk, and deliver innovation and excellence.

More About Our Firm

John P. Calamos, Sr.
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*Calamos Wealth Management LLC is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD doing business as Calamos Private Trust). In addition to Calamos Private Trust, Calamos Wealth Management offers trust services through other non-affiliated trust companies that are either nationally chartered or state chartered.