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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals:

  • Establishing the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating the client's current financial status
  • Developing and presenting recommendations and/ or alternatives
  • Implementing the recommendations
  • Continuous monitoring of the personalized strategy
Our History

Our History

With more than 18 years of experience in the insurance and wealth management industry, Angel Wealth Strategies was founded in 2019. The purpose of the firm is to be independent and objective in our advice to clients. Our commitment is to use all our resources to empower you through education and help you obtain your goals. Through education, both you and your family will be equipped to make wise decisions with your money to achieve financial stability and have confidence in their future.

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