Broker Check

Round Angle Advisors - New York, NY

Call Us: (212) 390-8226 or (732) 889-3774

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

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retiring the 4% Rule

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Emerging Market Opportunities

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Have you explored all your options when it comes to managing your taxable income?

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