Get to Know D'Angelis Wealth Management
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Managing Market Volatility
Playing to Win!
What are Sequence of Returns
and Why Do They Matter?
The distribution phase of retirement is all about protecting your portfolio from risk. Even with the same average returns, poor timing can drastically affect your outcome.
Don’t leave your retirement to chance—learn how to safeguard your future.
Discover the secret here.
Is Your Retirement Income Strategy Built to Last?
What about Tax Efficiency?
Top 3 Questions We are Asked
About Being Independent Advisors
Understanding Your Hurdle Rate
and How It Impacts Your Lifestyle
Your hurdle rate is the return needed on every dollar to support your lifestyle and financial goals.
Is your portfolio too aggressive? You might be taking on unnecessary risk.
Is it too conservative? It may not align with your objectives.
What's Your Risk Number?
and How Does It Impact Returns?
Most investors are 2.5x more concerned about avoiding losses than achieving gains—which often leads to emotional decisions, like selling in a downturn and missing the recovery. This can result in significantly lower long-term returns.
At D’Angelis Wealth Management, we use cutting-edge technology to quantify your risk tolerance and align your portfolio accordingly—so you invest with confidence, not fear. Get your risk number here.
How We Operate as Truly
Independent Financial Advisors
How Do You Customize Portfolios for so Many Clients?
Frequently Asked Questions
It all starts with getting to know you. We hold multiple meetings—whether in person or over Zoom—to understand your goals and objectives.
By creating an in-depth financial plan and asking the right questions, we tailor a portfolio that aligns with your needs. It’s a two-way conversation, like an interview process, to find the best fit for your financial future.
Understanding Annuities:
A Key to Financial Security
Annuities can provide income stability and security, but they aren’t one-size-fits-all. From fixed annuities to indexed and variable options, understanding how annuities fit into your financial plan is key.
At D’Angelis Wealth Management, we analyze your goals and income streams to determine if an annuity is the right fit for you.
Why Do Financial Advisors
Focus On Risk?
Because recovering from a market drop is harder than it seems. If your portfolio isn’t built correctly and the market falls 20%, you need a 25% gain just to break even. A 30% drop? You’d need 43% to recover.
For retirees withdrawing funds, the impact is even greater—market losses plus withdrawals can extend recovery time significantly.
At D’Angelis Wealth Management, we focus on lowering risk, reducing volatility, and maximizing yield through interest and dividends.
Want to know how much risk your portfolio is taking? Let’s talk. 💬
https://bit.ly/dangelis-schedule
Understanding Annuities:
A Key to Financial Security
Annuities can provide income stability and security, but they aren’t one-size-fits-all. From fixed annuities to indexed and variable options, understanding how annuities fit into your financial plan is key.
At D’Angelis Wealth Management, we analyze your goals and income streams to determine if an annuity is the right fit for you.