Family Wealth Management

Building a Strong Foundation for Your Family's Future

At The Angeletti Group, we believe that true holistic wealth management is never one-size-fits-all. That’s why our wealth management services will always revolve around you — your values and your priorities.

By tailoring our guidance according to your past experiences, current goals and future plans, we'll work together to identify crucial opportunities and address your financial challenges. To accomplish this, we use a comprehensive wealth management model:

Create a Family Priority Plan

The FamilyPriority Plan is a discovery process designed to create a financial roadmap based on your vision for the future. This plan enables us to:

Clarify your family’s priorities
Define your current wealth

Outline your future goals
Explore options &opportunities

Define a Purposeful Wealth Strategy

Defining your Purposeful Wealth Strategy is vital to creating a personalized approach focused on your long-term financial success. Your tailored strategy is shaped by:

Comprehensively evaluating the Family Priority Plan
Projecting the probability of financial success

Prioritizing the fifteen areas of wealth to address
Outlining the steps necessary for growing, protecting, &preserving wealth

Proactively Manage the Wealth Process

Proactively managing the Wealth Process is a partnership steeped in education, communication, and discipline. From investment management to collaboration with other professionals, we strive to inspire confidence in achieving your new outlook on the future. Throughout this process we:

Manage the investment portfolio
Monitor the progress toward family goals

Conduct regular reviews of the fifteen wealth topics
Serve as a holistic family advisor

Start Your Journey