Team
At D’Angelis Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Louis J. D’Angelis has been helping his clients with strategies for growing and preserving their retirement assets as a financial consultant for over 40 years. He is a graduate of Iona College with a BBA in Accounting and a former...
Click to read more...Vincent D’Angelis, CRPC, RFC | Executive Director
Executive Director
CRPC Conferred by College for Financial Planning.
201-839-0370
vincent.dangelis@lpl.com
Vincent partnered with his father, Louis, in 2004 and formed D’Angelis Wealth Management in 2010. This move allows him and his father to enhance their personal service and objective guidance. Prior to forming their independent practice...
Click to read more...Michael D’Angelis, a financial professional for more than 17 years, has been helping advisors in structuring portfolios to help their clients pursue their financial goals. Michael specializes in Mutual Funds, Separately Managed Accounts (SMA's), and other investment vehicles from his extensive background in the Asset Management sector. He is a graduate of Wagner College with a Bachelors degree In Political Science & Economics. Through LPL Financial, Michael holds the General Securities Representation Certification (Series 7), the Uniform Securities Investment Agent State Law Examination (Series 63) and the Uniform Investment Advisor Law Examination (Series 65) registrations. He also holds his life insurance license in a number of states. Michael and his wife Mary Jo have 2 children, Vincent and Alessandra and reside in Wilton CT. Outside of financial services, Michael a former Division 1 baseball athlete enjoys spending time with his family and continues his love for baseball in a men’s baseball league.
Click to read more...James Geitz | LPL Financial Advisor
LPL Financial Advisor
201-639-7649
Jim grew up in Bristol, CT where he was a three-sport high school athlete, receiving state honors in football. He was also inducted into the National Honor Society. Jim graduated Bates College (Lewiston, ME.) with a Bachelor's Degree in Psychology...
OSJ Support Staff
Richard has been assisting individual families and small to midsize companies for the last 20 years. Mr. Dragotta started his career as a Financial Advisor with Merrill Lynch and PaineWebber/UBS. In addition, his titles included...
Click to read more...I have a 12 year financial services background, specializing in client services. I previously worked at Abner Herrman & Brock as well as Hennion and Walsh. I have an Associates in Business Administration from County College of Morris....
Click to read more...Prior to having my 3 children, I managed 2 of the largest accounts worldwide of a major cosmetics company and also held the title of Senior National Artist. During my tenure, I also worked with celebrity clientele, beauty editors, top...
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