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

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    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.

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Webcast Replay: Demystifying the Headlines in Private Credit

March 19, 2026

Phil Bauer, CFA, CAIA and CIO Jon Adams, CFA cut through the private credit headlines to focus on what matters for your portfolio. Watch the replay now.

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2026 Outlook: Competing Dynamics - Navigating Opportunity and Divergence in the Year Ahead

January 26, 2026

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.

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Watch 2026 Outlook Webcast Replay

January 15, 2026

Understand competing dynamics with expert insights from our 2026 Outlook webinar—watch the full replay now.

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Check the background of the firm and its investment professionals on FINRA's BrokerCheck. Form ADV Part 2A | ERISA 408(b)(2) | Form CRS | Manage Cookies

© 2026 Calamos Wealth Management. All Rights Reserved.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Calamos Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from Calamos Wealth Management, LLC. To the extent that a client or prospective client has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Calamos Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Calamos Wealth Management, LLC client, please remember to contact Calamos Wealth Management, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Calamos Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.

Disclaimer

The views provided on this website are intended to provide the investor with an introduction to Calamos Wealth Management LLC and its investment strategies. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by Calamos Wealth Management LLC in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

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When you access certain hyperlinks on this website, you may leave this website and view content that is not provided by Calamos Wealth Management LLC. Calamos Wealth Management LLC has not checked for accuracy or otherwise reviewed any of the websites linked to the CALAMOS website and does not endorse or accept any responsibility for the contents of such websites nor the products, services or other items offered through such websites. Calamos Wealth Management LLC will not be liable for any direct, indirect, special or consequential damages, even if expressly advised of the possibility of such damages, arising out of or in connection with the use of, performance of, or your browsing in, or your links to other websites, from the Calamos website.

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Some of the products, services, content, including advertisements, tools and information available through this website may be provided by companies that are not affiliated with Calamos ("Third Party Content") and their source is clearly identified. In some cases, the Third Party Content may be used on this website or available through a link to a third party site. We make no representations or warranties as to third party products, services, content, tools and information, and do not guarantee their accuracy, timeliness, completeness or usefulness. We advise and encourage you to do your own research.
 
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This page was created Wednesday, October 21, 2026 5:19:15 AM CDT