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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.

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If you find it hard to attain personal life goals, there’s an app for that!

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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There are some key concepts to understand when investing for retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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There are hundreds of ETFs available. Should you invest in them?

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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Even low inflation rates can pose a threat to investment returns.

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