Comprehensive Financial Planning Services
We address all areas of your personal wealth management to manage multigenerational financial stability.
Insightful Risk Management
We provide you with the tools you need to make informed decisions regarding your investments.
Focused Income Planning
We make decisions aimed specifically at maintaining your standard of living.
A Comprehensive Suite of Financial Services
Along with our core services, we offer a wide range of options to address your financial planning, including:
- Asset Management
- Retirement Planning
- Tax Strategies
- Education Planning
- Long-Term Care
- Estate Planning Strategies
- Legacy Planning
- Charitable Giving
OSJ SUPPORT STAFF
Family Owned and Operated
With multiple generations of the D'Angelis family involved in our everyday operations, we understand the importance of having a tight-knit team. Yet superior interoffice collaboration is just one of the elements that separates us from the competition; our multiple 5-star award-winning team has years of collective experience in all facets of financial planning.
Professional Guidance Towards Your Financial Goals
We believe that everything stems from a solid financial plan. We strive to know everything about our client’s financial health in order to invest their money properly.