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Why Angell Capital Management?


We Seek to Develop An Individualized Approach To Your Needs

As a firm, we understand the importance of being there for our clients. The biggest difference between working with us and a big bank, roboadvisor or institution is the personalized attention you can expect as we develop your financial strategy. 


We are proud of our independence and ability to work one-on-one with our clients in order to make a genuine and impactful difference in their lives.



Adhering to the Values That Set Us Apart

Knowledgeable Recommendations

We’re constantly challenging ourselves to continue learning about the industry and keeping up with changes taking place. With a Certified Public Accountant (CPA) certificate and a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, we offer modern and topical suggestions that tie in seamlessly with your circumstances.

Problem-Solving Capabilities

By taking the time to evaluate your unique situation we’re able to develop strategic and creative solutions. You’ll find that we think outside of the box to align your financial picture with the goals we have helped you develop for yourself and your loved ones.

Caring Attitude

Our team strives to develop and foster long-term relationships. We seek to engage deeply with our clients and gain a clear understanding of how their wants and needs align with their goals.

Tax-Aware Solutions

We understand the impact taxes can have on investment returns. As such, we develop recommendations that consider asset allocation and spending strategies to maximize after-tax returns.



Impactful Connections Are Our Difference

Client relationships are at the core of our work. Only by gaining a deep understanding of who you are, what’s important to you and where you want to go can we advise you in a truly meaningful way. 

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