Our planning process, RoundAngle Vision, helps us craft a financial plan encompassing 360° of your personal and business life.Learn More
Personal Wealth Strategies
Addressing all angles of your financial life, we create investment strategies designed to guide you toward your goals.Learn More
Retirement Plan Consulting
From plan design to fiduciary support, we manage the many elements of your retirement plan so you can focus on what you do best.Learn More
Addressing All Angles of Your Financial Life
RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial advocate providing lifelong support and guidance as you navigate your career, business, life, and retirement.
We want to provide a more personal touch to what our clients have become accustomed to in the past with other financial professionals. We take the time to get to know you and to understand your hopes and dreams for the future. Offering comprehensive services that address 360° of your financial picture, we strive to provide you clarity regarding your financial situation, help you determine an appropriate roadmap for pursuing your goals, and work with you for the long-term. The result? A cohesive financial strategy tailored to your unique needs.
Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations and ongoing education tailored to your questions. Through our unique approach, we believe you can focus less on your financial challenges and more on your passions in life. With offices in New York and New Jersey, we work with individuals, families, executives, and business owners nationwide.Contact Us
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are common mistakes you can avoid when saving for retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A few strategies that may help you prepare for the cost of higher education.
Good employee health can be great for the company’s bottom line.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?