About D’Angelis Wealth Management
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today.Read More
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How long does a $20 bill last?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
For some, the social impact of investing is just as important as the return, perhaps more important.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.