Every great dynasty in baseball started with a vision—a clear plan that aligned talent, strategy, and values. Your family’s financial legacy deserves the same thoughtful approach. As we begin 2025, D’Angelis Wealth Management invites you to create your family’s playbook for lasting success.
Building Your Dynasty: More Than Just Wealth
Baseball teaches us that championships aren’t won through individual talent alone—they come from a shared vision, coordinated strategy, and unwavering values. Similarly, creating a lasting financial legacy transcends mere asset growth. It requires building a framework that reflects your family’s values while preparing future generations for success.
Think of the great baseball families—the Griffeys, the Alous, the Bells. Their success stemmed not just from natural talent, but from passing down knowledge, values, and a love for the game across generations. Your family’s financial legacy deserves the same intentional approach.
Defining Your Family’s Values: The Foundation of Your Dynasty
Before any championship team takes the field, they establish their identity and culture. Your family’s financial strategy should begin the same way. At D’Angelis Wealth Management, we start by exploring what matters most to your family.
Your core principles shape financial decisions, much like a team’s values influence their playing style. Whether it’s education, entrepreneurship, philanthropy, or family traditions, these principles become the backbone of your wealth strategy.
Consider how your wealth serves your family’s broader purpose. Like a baseball academy developing future stars, how will your financial legacy nurture the next generation’s potential? Your answers guide everything from investment choices to charitable giving strategies.
Creating Your All-Star Lineup: Family Roles and Responsibilities
Championship teams thrive when every player understands their role. Your family’s wealth management strategy works the same way. We help establish clear roles and responsibilities.
Communication: Your Team Huddle
Regular family meetings keep everyone aligned and informed, like dugout discussions during crucial games. These gatherings create space for sharing wisdom, discussing challenges, and celebrating victories together.
Role Definition: Position Players
Just as baseball teams need pitchers, fielders, and hitters, successful family wealth management requires various specialists. We help identify who will lead different aspects of your strategy—from investment oversight to charitable initiatives.
Skills Development: Training Your Farm System
Building financial literacy in younger generations parallels developing promising rookies. Through structured learning opportunities, hands-on experience, and mentorship, we help prepare future generations for their financial responsibilities.
Your 2025 Dynasty Strategy
Building a baseball dynasty requires attention to fundamentals while planning for the future. Your family wealth strategy demands the same balanced approach.
Foundation Building: Spring Training
Like pre-season preparation, we focus on fundamentals:
- Documenting your family’s mission and values
- Creating clear communication channels
- Developing educational programs for younger family members
The time invested here, like spring training fundamentals, pays dividends throughout your family’s financial journey.
Wealth Structure: Your Regular Season Strategy
Just as teams adjust their lineup throughout the season, we seek to help optimize your wealth structure:
- Strategic investment positioning
- Tax-efficient wealth transfer techniques
- Charitable giving aligned with family values
Preservation Strategies: Your Defense
Championship teams excel at preventing runs as much as scoring them. We help preserve your family’s wealth through:
- Comprehensive estate planning
- Risk management strategies
- Business succession planning when applicable
Legacy Implementation: Your World Series Moment
Success in baseball comes from executing fundamentals when it matters most. We help implement your legacy plan through:
- Regular progress evaluation
- Strategy refinement
- Celebrating family milestones
Coaching the Next Generation: Your Farm System
Like developing future all-stars, preparing the next generation combines instruction with practical experience. Our approach includes:
Financial Education: We create learning opportunities covering:
- Core financial principles
- Investment fundamentals
- Risk management concepts
- Family business operations (where applicable)
Practical Experience: Just as young players need game experience, next-generation family members benefit from hands-on learning:
- Guided investment management
- Participation in family philanthropy
- Involvement in family business decisions
- Structured decision-making opportunities
The D’Angelis Advantage: Your Championship Coaching Staff
Our role extends beyond traditional wealth management. Like a seasoned coaching staff, we bring experience, perspective, and a commitment to your family’s success. Our team helps:
- Guide crucial family discussions
- Implement sophisticated financial strategies
- Educate future generations
- Monitor progress and adjust tactics
Building Your Legacy: Next Steps
Creating a lasting family legacy, like building a baseball dynasty, requires both vision and action. Here’s how to begin:
- Schedule a family strategy session.
- Document your family’s values and goals.
- Review current wealth structures.
- Start implementing your family playbook.
Ready to Build Your Family’s Dynasty?
Let’s work together to create a strategy that grows your family’s wealth while passing your values to future generations. Contact D’Angelis Wealth Management to begin developing your family’s playbook for 2025 and beyond.
About D’Angelis Wealth Management
D’Angelis Wealth Management is a family-owned, independent financial advisory firm located in Bergen County, New Jersey, just 16 miles from New York City. With over 85 years of combined experience, the firm specializes in comprehensive financial planning for pre-retirees and retirees. D’Angelis Wealth Management offers tailored strategies intended to help clients balance asset growth with stability as they seek to preserve their wealth while pursuing their ideal financial future.
Founded on the principles of trust, integrity, and personalized service, D’Angelis Wealth Management is committed to treating each client like family. Their mission is to create strong, lasting relationships while guiding clients toward financial clarity and independence. By employing a disciplined and precise advisory process, the firm seeks to develops customized financial plans that incorporate downside capture strategies to balance growth and safeguard retirement assets. This step-by-step approach includes understanding clients’ unique goals, crafting tailored solutions, implementing strategies, and continuously monitoring progress.
Leveraging the expansive resources of LPL Financial, D’Angelis Wealth Management provides a full spectrum of services, including financial planning, income planning, asset management, tax strategies, estate planning, and more. Through their family-oriented and accessible service model, they hope to empower clients to preserve wealth, gain financial confidence, and enjoy a stable and fulfilling retirement.
To learn more about D’Angelis Wealth Management, visit their website or call 201-218-9504 or email michael.dangelis@lpl.com.