Belmont Capital Advisors

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/

Meet The Team! 👋Greg grew up on a farm in western PA, earned a bachelor’s degree in physics and an MBA in organizational...
07/26/2026

Meet The Team! 👋

Greg grew up on a farm in western PA, earned a bachelor’s degree in physics and an MBA in organizational effectiveness. He began his career with American Express Financial Advisors and has sharpened his knowledge and skills over his 30 years in the industry. He has experience in planning, trust and estates and asset management. Greg lives in Gastonia with his girlfriend Sharon. He has a CERTIFIED FINANCIAL PLANNER™ designation and enjoys travel, photography, and time in the mountains.

“My career evolved into becoming a Financial Advisor after experiencing the effects of bad financial advice to family and friends,” Greg says. “My calling is to help clients make the best decisions with the funds they have.”

Visit belmont-capital.com to meet the rest of the team!

07/24/2026

📺 What happens to your retirement plan when the market takes a hit? JoePat breaks down the impact of major losses on this segment of The Money Report.

Just because something has worked for years doesn't mean it's the right strategy for retirement.The S&P 500 has built co...
07/23/2026

Just because something has worked for years doesn't mean it's the right strategy for retirement.

The S&P 500 has built countless retirement accounts—but should it be your entire retirement plan?

As our president, JoePat, shared with Kiplinger:

"The goal isn't simply to grow your money. It's to create a retirement strategy that can provide reliable income, manage risk, and adapt to life's changes."

Whether you're preparing for retirement or already living it, your investment strategy should reflect your goals—not just your portfolio's performance.

Read the full article here: https://www.kiplinger.com/retirement/retirement-planning/should-you-go-all-in-on-an-s-and-p-500-etf-for-retirement-savings

The S&P 500 is a go-to for long-term wealth building, but how should index ETFs fit into your retirement income plan? We break down the expert advice.

Most people don’t realize how many retirement decisions are based on assumptions.The problem? Some of those assumptions ...
07/20/2026

Most people don’t realize how many retirement decisions are based on assumptions.

The problem? Some of those assumptions aren’t accurate—and they can impact how prepared you feel later on.

Here are a few common retirement myths we hear all the time.

👉 Which one surprised you the most?

You planed all your summer vacations… but have you planned your retirement? ☀️We spend so much time planning the getaway...
07/17/2026

You planed all your summer vacations… but have you planned your retirement? ☀️

We spend so much time planning the getaway… but not enough time planning the freedom we’re working toward.

So ask yourself: are you as prepared for retirement as you are for your next trip? We’re here to help you take a closer look. Give us a call at (704) 825-1560 or visit belmont-capital.com to get started with your custom retirement plan!

⚾️ Trading cards aren't just for baseball players anymore.In honor of the MLB All-Star Game, we created a Financial Advi...
07/14/2026

⚾️ Trading cards aren't just for baseball players anymore.

In honor of the MLB All-Star Game, we created a Financial Advisor All-Star card for JoePat. While his stats may not include home runs or RBIs, helping clients navigate retirement and life's financial curveballs is a pretty impressive record.

Meet The Team! 👋Brian Seidenwand is a CERTIFIED FINANCIAL PLANNER™ at Belmont Capital Advisors who helps individuals and...
07/12/2026

Meet The Team! 👋

Brian Seidenwand is a CERTIFIED FINANCIAL PLANNER™ at Belmont Capital Advisors who helps individuals and families make informed, confident decisions about their financial future through comprehensive financial planning. He takes a client-centered approach, with a focus on portfolio construction and helping investors optimize their nest egg through thoughtful, well-structured investment strategies.

Raised in Northeast Ohio, Brian developed an early interest in the financial industry through accounting and financial literacy courses in high school, which he further pursued through internships at both small and large companies during college. He earned a bachelor’s degree in business administration with a focus on finance and economics from John Carroll University’s Boler College of Business and gained valuable industry experience at Vanguard and Charles Schwab, building a strong foundation in investment management and financial planning. He is committed to providing personalized guidance and long-term relationships built on trust and transparency.

Outside of work, Brian enjoys hiking and hunting, as well as playing golf, valuing both the challenge of the game and the time it provides to connect with friends and family.

Visit belmont-capital.com to meet the rest of the team!

07/10/2026

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

Retirement Q&A 👇Will your expenses go down in retirement?The answer isn’t always straightforward. Some costs may go down...
07/06/2026

Retirement Q&A 👇
Will your expenses go down in retirement?

The answer isn’t always straightforward. Some costs may go down… while others may increase. It all depends on your lifestyle and how you plan ahead.

Have you thought about what your expenses might look like in retirement?

🇺🇸 Happy 4th of July 🇺🇸As we celebrate Independence Day, we’re also honoring a historic milestone — 250 years of America...
07/04/2026

🇺🇸 Happy 4th of July 🇺🇸

As we celebrate Independence Day, we’re also honoring a historic milestone — 250 years of America. From the courage of 1776 to the opportunities of today, this anniversary is a powerful reminder of the freedom, resilience, and hope that continue to shape our nation.

At Belmont Capital Advisors⁠, we’re proud to help families plan, protect, and build their financial futures in the land of opportunity. Here’s to 250 years of independence — and to generations still to come.

✨🇺🇸🎆

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

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