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.
Learn MoreAddressing 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 UsHelpful Content
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.