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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate