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...
Head of Surveillance & Director of Compliance
I have 25 years’ experience in the financial services industry, I have held roles as a Specialist on the NYSE and Director of New Business Development at what is now called Barclays. During my career history, I have held roles...Click to read more...
I have a 30 year financial services background preforming various tasks. I have held roles in institutional block trading, risk management, financial advisory, retail banking and now supervisory position. I spent a total of 21 years at...Click to read more...
Chief Compliance Officer
Rob joined INC. Advisors in June, 2017 as Vice President and CCO for its two SEC-registered investment adviser firms, Private Portfolio Partners and Gladstone Institutional Advisory. With over 20 years of experience in regulatory and....Click to read more...
Advanced Planning Specialist
Prior to founding Life Policy Pros, Inc., I served as the Regional Sales Director for Midland National Life, supporting financial professionals in the state of New Jersey with comprehensive life insurance solutions for the past 10....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...
I have a long history in the Financial field. Before joining LPL in August of 2018, I was the Practice Coordinator for FHC Wealth Advisors. I then ran a home business while raising my three children. Prior to that I was Managing...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...Click to read more...