Calamos Wealth Management
Special Needs Trust Planning
Discover how thoughtful planning may help enhance your loved one's quality of life while potentially preserving access to essential benefits.
Competing Dynamics: Your 2026 Investment Outlook
Markets stand at the intersection of opportunity and divergence—discover how competing dynamics are reshaping the investment landscape in 2026. From the K-shaped recovery's impact on everyday Americans to AI's transition from infrastructure to productivity, our latest Outlook provides the strategic insights you need to navigate this pivotal year.
2026 Federal Tax Reference Guide
Tax planning becomes more powerful when you understand the current year's limits and thresholds. Stay informed by viewing our current guide.
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
Watch 2026 Outlook Webcast Replay
Understand competing dynamics with expert insights from our 2026 Outlook webinar—watch the full replay now.
2026 Federal Tax Reference Guide
Tax planning becomes more powerful when you understand the current year's limits and thresholds. Stay informed by viewing our current guide.
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.