Belmont Capital Advisors

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Belmont Capital Advisors Our Financial Advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. Let us help you decide.

Bottom line - Do you know what you need to live when you retire? Do you know how to get there? At Belmont Capital Advisors we work hard to ensure our clients enjoy their days and sleep well at night without giving a thought to financial worry. We accomplish this by working hand-in-hand, with our clients, to construct a solid foundation that is in alignment with the life our clients intend to live. We have a deep understanding of all relevant forms of financial instruments including insurance, mutual funds, annuities, stocks, bonds, cash equivalents, and alternative investments. However, we view these things as merely tools to be deployed for a higher purpose and not an end unto themselves. We believe that retirement should be the most light hearted and carefree time of life, spent with family and not worrying about the safety of life savings. Securities offered through Dempsey Lord Smith, LLC Member FINRA: https://www.finra.org/ #/ /SIPC: https://www.sipc.org/

Advisor services offered through Dempsey Lord Smith, LLC

Check the background of this firm on FINRA’s BrokerCheck. https://brokercheck.finra.org/

10/23/2026

📺 What does building generational wealth actually look like? JoePat breaks it down on this segment of The Money Report.

Joe Pat Roop was recently featured in an article by the National Association of Plan Advisors (NAPA) discussing how Soci...
10/19/2026

Joe Pat Roop was recently featured in an article by the National Association of Plan Advisors (NAPA) discussing how Social Security and employer-sponsored retirement plans complement one another.

While Social Security provides a reliable income stream for life, Joe Pat emphasizes the importance of building additional retirement savings and not depending on Social Security as your primary source of income.

📖 Check out the full article for insights on creating a more balanced retirement income strategy: https://www.napa-net.org/news/2025/3/social-security-and-retirement-plans-a-perfect-match/

10/17/2026

Retirement may be one of the biggest financial transitions you'll ever make.

On this week's podcast, JoePat discusses why preparing before you leave the workforce matters. Your savings have taken years to build, and once the regular paycheck stops, your income strategy needs to support the retirement you've planned for.

🎧 Listen to Retire(meant) For Living on your favorite podcast platform!

10/16/2026

You’ve paid into Social Security your entire working life—but when it comes time to use it, the questions start piling up.

When should you file? How much will you receive? What about taxes… or the future of Social Security itself?

These are smart questions—and you don’t have to figure them out alone. We help you understand how Social Security fits into your bigger retirement picture and how to optimize your benefits with confidence.

📞 Give us a call at (704) 825-1560 or visit belmont-capital.com to schedule a complimentary, no-obligation conversation.

10/14/2026

Year-end tax planning isn’t just about preparing to file your return. It can also be an opportunity to take a closer look at your investment strategy.

On this week’s podcast, JoePat breaks down tax-loss harvesting, how realizing investment losses may factor into a broader tax strategy, and why the fourth quarter can be an important time to review your portfolio.

🎧 Listen to Retire(meant) For Living on your favorite podcast platform!

10/09/2026

📺 On this segment of Retire(meant) For Living, JoePat discusses the growing "paper millionaire" crisis and why a high account balance doesn't always translate into lasting retirement income.

10/07/2026

Retirement isn't just about building a nest egg. It's about turning that nest egg into a paycheck.

On this week's podcast, JoePat discusses one of the most important questions retirees face: Will my savings provide the income I need for the rest of my life?

There are plenty of opportunities to recover from mistakes in life and business. Retirement is different. That's why having a strategy for generating reliable income can be such an important part of the planning process.

🎧 Listen to Retire(meant) For Living on your favorite podcast platform for the full conversation!

Joe Pat Roop was recently featured in GOBankingRates discussing a retirement decision that many people struggle with: wh...
10/05/2026

Joe Pat Roop was recently featured in GOBankingRates discussing a retirement decision that many people struggle with: when to file for Social Security.

While many people assume delaying benefits is always the best strategy, Joe Pat explains that factors like health, life expectancy, and spousal benefits can all play an important role in determining the right timing. The key is understanding how your Social Security decision fits into your broader retirement strategy.

📖 Read the full article to learn more: https://www.gobankingrates.com/retirement/social-security/key-signs-you-should-file-social-security-sooner-than-later/

09/25/2026

A successful retirement isn't just about what you earn—it's about what you keep.

📺 On this segment of Retire(meant) For Living, JoePat discusses why reducing your tax burden can play a critical role in helping your retirement savings go further.

The future of Social Security remains one of the biggest retirement questions facing Americans today.In this article, Ta...
09/22/2026

The future of Social Security remains one of the biggest retirement questions facing Americans today.

In this article, Taylor shares his perspective on some of the challenges Social Security may face in the years ahead, including longer life expectancies and the growing strain on the system as people collect benefits for longer periods of time.

Read the full article 👉 https://finance.yahoo.com/news/3-scary-truths-future-social-120059678.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAF6mtZMXK5DoYq1fqb9nuvSkf3zQZLTLTGFv1CsGVWysF1l1ds2GYDcZoUAfKt1U94VhnQPGLM3kaWIHPs7cMUURi_n9aKVQ__cNSl2TIlkm7vFX4dncoMVrbK7W1oQ2l0Ikgxqk4g8Guy04srxwVV3dG8IDMdFWBufrCHfYFmtF

Address

123 N. Main Street
Belmont, NC
28012

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17048251560

Website

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