Meet The Team
At D’Angelis Wealth Management, we pride ourselves on delivering a collaborative approach that brings a broader perspective to everything we do. Our team is dedicated to providing personalized guidance and strategies designed to help you pursue your financial goals with confidence and clarity.
We focus on addressing key areas of financial planning, including:
- Investing principles and strategies
- Retirement planning and distribution strategies
- Estate conservation
- Risk management analysis
Our team is ready to help you navigate life’s big questions, like:
- Can I retire early?
- Are my investments working as hard as they should?
- What’s the best way to save for college?
- What does a sound estate strategy look like?
- Do I have enough life insurance to safeguard my family?
Our experienced professionals have worked with individuals and families facing similar concerns, crafting customized approaches to address their unique situations. We combine years of experience with a passion for empowering our clients to make informed financial decisions.
When you partner with D’Angelis Wealth Management, you gain a team of trusted advisors committed to your success. We’re here to simplify the complexities of financial planning so you can focus on what matters most—living the life you envision.
Let’s create a financial strategy that works for you. Reach out today to get to know our team and learn how we can help you realize your goals.
Louis J. D’Angelis, RFC
Managing Director
Vincent D’Angelis, CRPC, RFC
Executive Director
As a financial consultant for more than 21 years, Vincent D’Angelis, RFC, CRPC has been helping his clients with strategies for growing and protecting their retirement assets He is a graduate of Lafayette College with a bachelor’s degree in economics.
Through LPL Financial, Vincent holds the General Securities Representative Certification (Series 7), the Uniform Securities Investment Agent State Law Examination (Series 63) and the Uniform Investment Advisor Law Examination (Series 65). CRPC designation conferred by College for Financial Planning.
Additionally, he maintains life insurance licenses in several states. Vincent is married and has three children, Julianna, Louie, and Avery. Outside of financial services, baseball is one of Vincent’s greatest passions. He played professionally in Italy before fully committing himself to become a financial advisor. He continues his love for the sport by coaching his children’s baseball and softball teams.
Michael D’Angelis, RFC
Senior Wealth Advisor
Michael D’Angelis, a financial professional for more than 17 years, has been helping advisors in structuring portfolios to help their clients pursue their financial goals. Michael specializes in Mutual Funds, Separately Managed Accounts (SMA’s), and other investment vehicles from his extensive background in the Asset Management sector. He is a graduate of Wagner College with a Bachelors degree In Political Science & Economics. Through LPL Financial, Michael holds the General Securities Representation Certification (Series 7), the Uniform Securities Investment Agent State Law Examination (Series 63) and the Uniform Investment Advisor Law Examination (Series 65) registrations. He also holds his life insurance license in a number of states. Michael and his wife Mary Jo have 2 children, Vincent and Alessandra and reside in Wilton CT. Outside of financial services, Michael a former Division 1 baseball athlete enjoys spending time with his family and continues his love for baseball in a men’s baseball league.
OSJ Support Staff
Richard G. Dragotta
Compliance Manager
Richard has been assisting individual families and small to midsize companies for the last 20 years. Mr. Dragotta started his career as a Financial Advisor with Merrill Lynch and PaineWebber/UBS. In addition, his titles included Training Manager, Sales Manager and Assistant Branch manager for both firms. As a Chartered Retirement Planning Counselor® designated by the College of Financial Planning and Chartered Financial Consultant® he has completed extensive financial planning courses with emphasis on risk management, personal taxation and estate planning. He currently manages a local NY/NJ branches as an LPL Registered Principal, providing administrative, operational and compliance supervision to other LPL registered representatives of LPL Financial.
Mr. Dragotta is a member of the IARFC and is a Registered Financial Consultant and an invited 5 star member of the Paladin Registry. Admittance to the Registry is limited to the top 10% of U.S. financial advisors based on their competency, integrity, and various risk factors.
Michele Terranova
Administrative Associate
I have a 12 year financial services background, specializing in client services. I previously worked at Abner Herrman & Brock as well as Hennion and Walsh. I have an Associates in Business Administration from County College of Morris.
The main objective of my role is to provide excellent support to Advisors and their clients. I believe in giving my full effort in everything I do – no matter how big or small the task is. I am inspired by strong, empowered people who aren’t afraid to go for the things they want.
Working at a few different firms, I’ve had the pleasure of interacting with many different types of clients. I enjoy the daily interaction and being able to assist clients with their various requests.
I am most passionate about my family and making sure my children grow up happy, healthy and well-adjusted.
Favorite quote: “Positive thoughts generate positive feelings and attract positive life experiences”, Anonymous
Favorite food: Pizza
Favorite film: Grease and Dirty Dancing
Team: Yankees
Laura Vanderwall
Receptionist
Prior to having my 3 children, I managed 2 of the largest accounts worldwide of a major cosmetics company and also held the title of Senior National Artist. During my tenure, I also worked with celebrity clientele, beauty editors, top fashion houses and was featured on Good Morning America. I “retired” to raise my family, but during that time, exercised my entrepreneurial & philanthropic spirit and built a small online cosmetics boutique with over 30 reps nationwide. This new role with INC Advisors is a return to the outside workforce for me and the start of a new chapter in my life, and I’m thrilled to have joined this amazing team that Rich has assembled!
As the first point of contact with our firm, my role is to make our clients, our advisors and our guests feel as valued and as important as they truly are to us.
Growing up I was always aware of the close professional relationship my father had with his financial advisor, which ultimately led to him being able to retire at the age of 50 and live the rest of his life exploring his passions and hobbies. The value of the role my parents’ financial advisor played was never lost on me and I am honored to be even a spoke in the wheel of the vehicle that can help others realize a life and retirement that fulfills all of their dreams. I believe I can add value by taking the initiative, being proactive and adaptable, and always coming to work with a can-do attitude.
On a personal level, I derive the most pleasure from seeing smiles on the faces of those I love. I enjoy trip-planning & travel, great wine and a delicious healthy menu, event-planning, gardening and, to recharge, quiet time with a great book.
I’m inspired by those who walk their talk when no one else is looking. I’m inspired to learn from those who have found success – whatever that may look like in their world – through ingenuity & perseverance and, above all, without compromising their integrity.
Favorite quote: “Whatever you vividly imagine, ardently desire, sincerely believe, and enthusiastically act upon… must inevitably come to pass!”, Paul J. Meyer
Favorite food: Filet Mignon, done black & blue
Favorite film: If I told you that, I’d have to go back and change all of my password hints!
Team: New York Giants & the Auburn Tigers (War Eagle!)