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 protecting their retirement assets as a financial consultant for over 30 years. He is a graduate of Iona College with a BBA in Accounting and a former...Click to read more...
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 unbiased guidance. Prior to forming their independent practice,...Click to read more...
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...
Branch Operations Manager
Nancy has been Series 7 registered for the past 9 years. Prior to joining the branch she was a financial advisor for both American Express and Morgan Stanley. Nancy oversees all operational, administrative client service requests. She...Click to read more...
Barbara has over 14 years of operational and administrative experience in the financial service industry. Prior to joining our team, Barbara was the operations manager for a branch of over 40 financial advisors. Her focus is to provide...Click to read more...
Christine has been in the financial service industry for over 12 years providing friendly, consistent support to financial advisors and their valued clients. Prior to her joining our team, she was the Branch Office Administrator for a...Click to read more...