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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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

 

A House Divided

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5 Things That Seasoned Travelers Are Doing (That You're Not)

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Assess how many days you'll work to pay your federal tax liability.

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Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Should I Invest in Gold?

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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