Calamos Wealth Management
Watch 2025 Mid-year Outlook: Edge of Comfort
Navigate market uncertainty with expert insights from our 2025 Mid-Year Outlook webinar—watch the replay now.
Barron’s: You Sold at a Loss. How to Cut Your Tax Bill and Help Others
When markets hand you lemons, make lemonade—and help others too. Learn the powerful strategy that transforms investment losses into significant tax benefits.
Net Unrealized Appreciation: Forgotten Retirement Strategy
Transform highly appreciated company stock into significant tax savings with the overlooked NUA strategy.
Our Solutions
Investments
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
2025 Outlook: Navigating Economic Shifts
As we enter 2025, America's continued economic dominance, the Federal Reserve's rate trajectory, and significant policy shifts are reshaping investment opportunities. Discover our strategic recommendations for preserving and growing your wealth in this transformative year ahead.
Net Unrealized Appreciation: Forgotten Retirement Strategy
Retiring with company stock in your employer plan? You may be missing a powerful tax-saving opportunity that few advisors discuss. Utilizing Net Unrealized Appreciation (NUA) could help you diversify concentrated stock positions while potentially saving six figures in taxes compared to traditional rollovers.
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.
Want to know more about Calamos Wealth Management?
Request More Information*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.