Our Process
At D’Angelis Wealth Management, our mission is simple:
assist our clients in every aspect of their financial lives. Since our founding, we have committed ourselves to providing personalized, hands-on guidance that helps create financial stability and independence for every client. By offering customized solutions and exceptional service, we’ve earned a reputation for excellence in the financial services industry.
Our Commitment
We believe financial success starts with trust and collaboration. Our team is made up of professionals with decades of experience who take a proactive approach to financial planning.
As your financial partner, we are here to:
- Keep you focused on your goals
- Provide actionable advice to help you stay on track
- Remind you of the value of discipline and consistency in pursuing financial success
Our Principle
Education and understanding are at the core of our philosophy. We believe that empowering our clients with knowledge about their financial situation is key to making informed decisions about their future. Whether you have questions about your current plan or want to explore new opportunities, we are here to guide you every step of the way.
Our Step-Investment Management Process
We’ve developed a structured process to create a comprehensive, customized, and adaptable financial strategy:
1
Listen & Gather
- Understand your goals, both short- and long-term.
- Review existing investments and decipher income and growth needs.
- Discuss and set expectations for risk and volatility.
2
Evaluate & Plan
- Develop a highly detailed and personalized financial plan.
- Select portfolio managers aligned with your asset allocation needs.
- Make adjustments based on your feedback and set expectations for ongoing reviews.
3
Implement
- Execute the agreed-upon investment strategy.
- Set up direct deposits, automatic withdrawals, and provide online account access.
4
Monitor+
- Continuously review and track your progress toward goals.
- Evaluate portfolio performance and rebalance as needed to maintain alignment with your objectives.