Our Services
The D’Angelis Wealth Management team understands that your financial goals are as unique as your life journey. That’s why we provide personalized services designed to address every aspect of your financial well-being. Our total wealth management approach means that your plan is as comprehensive as it is tailored, helping you build confidence and long-term success for your future.
Fee-Based Personal Financial Planning
We develop custom financial plans that align with your goals and values, guiding you every step of the way with fee-based advice that prioritizes your best interests.
Asset Management
Our disciplined asset management strategies are designed to grow and preserve your wealth. Our team creates and monitors portfolios customized to your risk tolerance, investment objectives, and time horizon.
Retirement Planning
Prepare for the retirement you’ve always envisioned. From understanding income needs to optimizing withdrawal strategies, we help you plan for a stable and fulfilling retirement.
Tax Strategies
Our proactive tax planning strategies aim to reduce your tax burden and increase your savings through tax-efficient practices, helping you keep more of what you earn.
Risk Management Solutions
Safeguarding what you’ve built is essential to your plan, and it’s why we evaluate potential risks and develop insurance strategies to shield your assets.
Education Planning
Give your children or grandchildren the gift of opportunity through education savings plans that align with your financial goals and support their future success.
Long-Term Care
Planning for the unexpected creates stability in your strategy, which is why we provide long-term care solutions to give you confidence as you age.
Estate Planning
Our thoughtful approach to estate planning reduces tax liabilities and streamlines the process for your heirs.
Legacy Planning and Charitable Giving
Leave a lasting impact by incorporating charitable giving and legacy planning into your financial strategy.
Education Planning
Give your children or grandchildren the gift of opportunity through education savings plans that align with your financial goals and support their future success.
Long-Term Care
Planning for the unexpected creates stability in your strategy, which is why we provide long-term care solutions to give you confidence as you age.
Estate Planning
Our thoughtful approach to estate planning reduces tax liabilities and streamlines the process for your heirs.
Legacy Planning and Charitable Giving
Leave a lasting impact by incorporating charitable giving and legacy planning into your financial strategy.