Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Approach
At Angle Wealth Management, I serve my clients in the areas of Financial Planning and Wealth Management. Regardless of which service area a client desires to focus on, I follow a 4-step process to creating a successful financial plan.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 21, 2025
My Net Worth
What if you could view all your finances in one simple snapshot?
With My Net Worth, easily combine your accounts to plan smarter and move forward with confidence. Discover the potential of your financial life, today!
August 19, 2025
As your financial life evolves, consolidation can help you stay in control. Learn how combining accounts may improve planning, reduce duplication, and support your long-term financial success.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/22/the-advantages-of-asset-consolidation
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.