Based in Charlotte, Joseph Patrick “JoePat” Roop is a financial planning executive who leads Belmont Capital Advisors and works closely with clients of high net worth. He emphasizes a balanced portfolio management approach that contains elements such as stocks, bonds, mutual funds, annuities, and insurance services. Joseph Patrick Roop seeks out tax-advantaged pathways that maximize income available in retirement.
Mr. Roop also hosts the television and radio program “Retire(meant) for Living” each week, where he discusses a variety of financial topics. In the show, he emphases sound and actionable advice that enables Charlotte residents to build legacies that they can pass on to future generations. He has had the chance to interview a number of musicians and celebrities on the show, including Jocko Willink and Patrick Kelly.
JoePat Roop’s background in his industry extends to the early 1990s, and he has held financial advisor positions with firms such as MassMutual, LeggMason, and Prudential. An avid hunter and member of Ducks Unlimited, he enjoys duck hunting and traveling to Beaufort, South Carolina.
This message is not meant to be a recommendation or solicitation. Before investing consult with your financial advisor, CPA, and attorney. "Investment advisory services are offered through Fusion Capital Management, an SEC- registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.