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Plan Ahead

With Angell Capital Management

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Throughout the Midwest and beyond

Wealth Management for Small Business Owners and Executives

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From making a major purchase, to saving for a new child or a grandchild’s college, to planning for retirement, your finances connect each detail of your life. When it comes to hiring someone to handle the complexities, you’re looking for someone to do more than simply file your tax return. You need a long-term relationship with a team of professionals acting as your strategic partners today and into the future.

At Angell Capital Management, we offer comprehensive financial services to customers throughout the Midwest and beyond. Our firm has a dynamic geographical footprint for those in need of our services, so no matter where you are located, we’re able to address your needs.  

Adhering to the Values That Set Us Apart

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Have a financial partner for life, no matter the milestones and circumstances you encounter.

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Receive experienced recommendations to help you make informed decisions.

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Obtain advice for everything from simple transactions to complex financial matters.

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Connect with a personal advisor to help you through each stage of your tailored plan.

With a tailored process to address your goals and interests, we proudly provide financial advice to clients in all stages of life, regardless of net worth or investment amounts.

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