Mindful Money Management.

Global Perspective. Clear Guidance. Personal Attention.

Our Mission.

Though mindfulness is commonly associated with meditation, we believe the practice applies perfectly to wealth management. Mindfulness is simply the basic human ability to be fully present, aware of where we are and what we’re doing, and not being overly reactive or overwhelmed by what’s going on around us.

Mindfulness defines our mission:

We seek to help our clients efficiently grow, protect and distribute their wealth by offering a global perspective on the markets, clear guidance through the opportunities and challenges ahead, with the personal attention of a concierge.

At Angelis Wealth Group, Inc., our experience provides a steady hand to navigate you through a dynamic market environment, always mindful of your financial goals as you navigate the milestones in your evolving life situation.

Our Services.

Our team of experienced professionals provide objective strategies with regards to your financial needs. We specialize in the following areas:

Wealth Management

Our speciality is serving high-net worth individuals though a multi-dimensional strategy involving investment and risk management with tax reduction to grow wealth and minimize potential liabilities.

Investment Management

To us, mindful money management begins with determining the type of investor you are, then developing a personalized plan which strikes the perfect balance between your comfort level and your goals

Retirement Planning

Retirement planning isn’t simply a means to an end. We see retirement planning as a means to a new beginning, and we take a step-by-step approach in guiding you toward the life you envision.

Asset Protection

You know from personal experience that preparation is the key to your success.  We see preparation as also key to your financial security, and will develop a mindful asset protection plan coordinated with your wealth management strategy.

Estate Planning

Your wealth is the culmination of your life’s work. And estate planning is simply the continuation of this work, ensuring the equitable distribution of your assets and establishing your legacy.

Income Planning

Securing your income in retirement begins with a mindful strategy developed well before you retire. In designing your plan, we consider all of the revenue streams you expect to draw on, such as interest and dividends, pensions and retirement savings, investments and other assets. Coordinating your financial resources can help assure a seamless transition for maintaining your livelihood in retirement.

Account Access

Existing clients can use these links to access their account information on the appropriate vendor websites.

Experience the Personal Attention of a Boutique Firm with Your Interests in Mind.

Schedule your complimentary consultation with Stephen at your convenience, either in-person or by device.

Stephen Angelis
Founder & Managing Partner

C: 614-906-4212
O: 614-812-0600
E: steve@angeliswealth.com