Based in Charlotte, Joseph Patrick “JoePat” Roop is a seasoned financial planning executive who leads Belmont Capital Advisors and works closely with high-net-worth clients. As a Financial Advisor with over three decades of experience, JoePat has dedicated his career to helping individuals and families plan for their financial futures and achieve their financial goals.
JoePat emphasizes a balanced portfolio management approach that contains elements such as stocks, bonds, mutual funds, annuities, and insurance services. He and his team are professionals in the field and always seek out tax-advantaged pathways that maximize income available in retirement. With his vast knowledge and experience, JoePat is able to provide his clients with sound financial advice and actionable steps to secure their financial futures.
In addition to working with clients, JoePat also hosts an hour-long radio program, “Retire(meant) for Living” each week on WBT 1110 AM at 10 am. During the show, he discusses a variety of financial topics and provides listeners with practical, easy-to-understand financial advice. JoePat is a gifted communicator and is able to break down complex financial concepts into simple, easy-to-digest information. He has had the opportunity to interview a number of musicians and celebrities on the show, including Jocko Willink, Tim Tebow, Tucker Carlson, and Patrick Kelly.
JoePat’s background in the financial planning industry extends to the early 1990s. He started his investment career in 1992 as a college intern at Merrill Lynch and has since worked as an investment advisor for major banking institutions and investment firms, including MassMutual, LeggMason, and Prudential. After working in the corporate environment for many years, JoePat decided to leave and start his own boutique investment firm. In the spring of 2009, he founded Belmont Capital Advisors, Inc., a boutique investment firm that provides a more personalized and client-focused experience.
JoePat’s dedication to his clients goes beyond just managing their investments. He takes a hands-on approach and is committed to getting to know each of his clients on a personal level. He wants to understand their individual needs and desires in order to create a financial plan that truly aligns with their goals for the future. His primary goal is always to optimize and monitor client portfolios and to alert clients of pertinent tax information and market and investment changes. He is committed to providing his clients with the best financial advice and guidance possible.
Over the past 30 years, the financial investment market has seen a variety of dramatic changes, changes that JoePat has experienced firsthand. Despite the ever-evolving market conditions, he has consistently provided his clients with sound financial advice and has helped them achieve their financial goals. In 2013, JoePat was voted as Best Financial Advisor in the Gaston Gazette’s annual Best of Gaston, a testament to his expertise and success in the field.
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In addition to his work as a financial advisor, Joseph Patrick Roop is also an avid hunter and member of Ducks Unlimited. He enjoys duck hunting and traveling to Beaufort, South Carolina, where he can pursue his passion for hunting.
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.”