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
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Six overlooked tax deductions to help manage your tax bill.
Military families face unique challenges, making personal finance even more critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Apps that help small business owners better manage and grow their business.
An inside look at how marginal income tax brackets work.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.