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description=Calamos Wealth Management represents the legacy of John P. Calamos, Sr., a pioneer investor credited with a risk-aware approach to investing. Today, the firm welcomes generations of families, foundations and endowments who seek to benefit from the same disciplined approach by investing alongside the private Calamos family office.;

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calamos wealth management calamos wealth management skip to main content calamos wealth management contact us login calamos wealth management site navigation calamos wealth management back to menu calamos wealth management solutions close menu 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 close menu 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 close menu 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 important disclosure information calamos wealth management the illusion of balance rethinking diversification for today s markets and why the traditional approach may no longer be enough view more quarterly investment webinar clarity through the crosscurrents cio jon adams cfa shares the three market themes shaping smart wealth strategies for investors in 2026 now available on demand watch the replay webcast replay demystifying private credit 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 view more toggle carousel auto play setting our solutions investments 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 learn more advice planning our comprehensive approach to financial planning begins with understanding what is important to you you ll partner with our team of advisors to develop implement and manage a customized plan designed to grow and protect your wealth learn more trust lending with our trusted partners we advise on all aspects of structuring and administrating trusts professional trusteeship as well as offer a suite of lending solutions tailored to meet our clients needs learn more recent insights 2026 outlook competing dynamics navigating opportunity and divergence in the year ahead 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 2026 federal tax reference guide tax planning becomes more powerful when you understand the current year s limits and thresholds stay informed by viewing our current guide wealthcast episode 4 fed holds steady episode 3 outcome of the january fed meeting our firm john p calamos sr founded calamos investments in 1977 to help investors create and build long term wealth through innovative risk managed strategies he pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk whether through calamos wealth management or calamos investments the firm has remained steadfast in its commitment to put investors first actively manage risk and deliver innovation and excellence more about our firm want to know more about calamos wealth management request more information speak with an advisor calamos wealth management llc is a trust representative office of national advisors trust company natc and national advisors trust of south dakota inc natsd doing business as calamos private trust in addition to calamos private trust calamos wealth management offers trust services through other non affiliated trust companies that are either nationally chartered or state chartered important legal information privacy policy business continuity code of business conduct and ethics careers visit calamos com check the background of the firm and its investment professionals on finra s brokercheck form adv part 2a erisa 408 b 2 form crs 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 linked websites 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 third party content providers 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