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Round Angle Advisors - New York, NY

Call Us: (212) 390-8226

 
A 360° View of Your Finances A Firm Focused on You Your Trusted Financial Team A Plan Encompassing Your Needs

RoundAngle Vision

 

Our planning process, RoundAngle Vision, helps us craft a financial plan encompassing 360° of your personal and business life.

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Personal Wealth Strategies

 

Addressing all angles of your financial life, we create investment strategies designed to guide you toward your goals.

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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.

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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.

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Helpful Content

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Estimate how much of your Social Security benefit may be considered taxable.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Long-Term-Care Protection Strategies

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Protecting Those Who Matter Most

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A presentation about managing money: using it, saving it, and even getting credit.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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