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

Potential Tax Savings Through Cash Balance Pension Plans

February 6, 2024

Many business owners and entrepreneurs are seeking ways to maximize their retirement plan savings. A cash balance pension plan could be the solution.

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2022 Federal Tax Reference Guide

February 10, 2022

Updated for the 2021 tax year, the guide provides a convenient reference for tax preparers and is broken down by Income, Investment, Retirement, Charitable Gifts and Estates.

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Age 55? 7 Questions to Assess Your Readiness for Retirement

February 24, 2020

At age 55, it’s helpful to consider seven important topics, both individually and in conversation with family. Doing so can help guide you to a fulfilling retirement.

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Money & Wealth Conversations

February 27, 2018

Money talk can be awkward between generations, so we asked our experts for ideas on teaching children sound money attitudes and preparing young adults for stewardship.

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