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/

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.

✨🇺🇸🎆

Happy Fourth of July!This year marks 250 years since the founding of our nation—a milestone worth reflecting on.Today, w...
07/04/2026

Happy Fourth of July!

This year marks 250 years since the founding of our nation—a milestone worth reflecting on.

Today, we celebrate independence, freedom, and the opportunities that come with it. Wishing you and your family a safe and meaningful holiday.

Meet The Team! 👋Karen Holland, a registered investment advisor and Certified Financial Educator, has provided financial ...
06/29/2026

Meet The Team! 👋

Karen Holland, a registered investment advisor and Certified Financial Educator, has provided financial advice, wealth management, and insurance services for over 20 years. After graduating from Florida State University, Karen worked as an account executive for firms such as BB&T, SouthTrust Securities, and First Charter Bank in Maryland.

Her passion for teaching financial wellness to adult learners and employees led her to become a Certified Financial Educator with the nationally recognized and esteemed Heartland Institute. In 2009, she joined Hobart Financial Group as a Senior Wealth Advisor. Since then, she has been committed to the individual success and preservation of each client’s wealth management strategy.

Karen’s personal goal as a financial advisor is to build relationships based on trust, integrity, and genuine enthusiasm for meeting her clients’ goals. She prides herself on her ability to educate clients in a way that empowers them to take charge of their financial lives. Family is super important to Karen, and she loves spending time with her new grandson.

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

06/26/2026

A lot of people come in thinking, “I’ve got this handled” when it comes to planning for retirement. Then they see everything laid out—and realize they might not be as on track as they thought.

That’s why we at Belmont Capital start with a one‑page retirement income plan.
It puts all your accounts in one place so you can actually see where you are, where you’re headed, and what adjustments may be worth talking about.

Curious what your full picture actually looks like?
Start with a simple conversation and see how a one‑page retirement income plan could help bring things into focus.

📞 Call (704) 825‑1560 or visit belmont‑capital.com to take the next step.

Wishing a Happy Father’s Day to all the fathers and father figures in our community. We hope today is filled with gratit...
06/21/2026

Wishing a Happy Father’s Day to all the fathers and father figures in our community. We hope today is filled with gratitude, family, and meaningful moments.

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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