Calamos Wealth Management

Solutions
Solutions

Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.
Investments

Wealth Planning

Trust & Lending
Insights
Insights

Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.
Investment Insights

Advice & Planning Insights
About
About

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.
Our Firm

Leadership Team

Our Team

Create a Family Mission Statement

November 6, 2019

Even if you remain skeptical about mission statements in the corporate world, open your mind to the possibility that a mission statement could help your family.

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The Grantor Retained Annuity Trust (GRAT)

November 6, 2019

Learn how a Grantor Retained Annuity Trust (GRAT) can freeze the value of an asset while passing the appreciation of that asset onto beneficiaries free of gift and estate tax.

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Caring for Aging Parents

November 20, 2018

As a wave of boomers age, more Americans will require elder care. There are important steps that families can take now to prepare for this inevitable event.

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Gifts to Family and Charities During Your Lifetime

November 13, 2018

Contemplating making a substantial gift to your children or a charity? This installment of Family Matters can help you address practical considerations and avoid pitfalls.

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