Get to Know D'Angelis Wealth Management

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These videos are designed to provide you with valuable insights and strategies related to financial planning, investment management, and wealth preservation. Expect to learn about topics ranging from tax-aware investing and building a family financial legacy to understanding market forecasts. Our goal is to empower you with the knowledge and tools necessary to make informed financial decisions and achieve your long-term goals.

Managing Market Volatility

Playing to Win!
Discover how to turn market ups and downs into financial opportunities. Using a simple baseball analogy, D’Angelis explains personalized strategies to evaluate risk, leverage volatility, and build custom portfolios tailored to your goals. Ready to play to win? Schedule your free consultation today!

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?
Book a call with us to discuss your strategy and make sure it is as tax efficient as it can be.

Top 3 Questions We are Asked

About Being Independent Advisors
Get the answers to the top 3 questions and more to help you decide if we are the right fit for you.

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
At D’Angelis Wealth Management, we partnered with LPL Financial 14 years ago for one key reason: open architecture. That means we build custom portfolios using stocks, bonds, mutual funds, and ETFs—without the influence of proprietary products or hidden conflicts. Just your best interests first.

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.