Angelucci Wealth Management believes that providing planning & investment services at hourly and flat fees creates a structure that best meets the fiduciary standard for clients.
AWM helps you to answer the following questions:
When can I retire?
Am I saving enough for retirement?
How do I invest to make my money last?
When should I take Social Security?
How do I save on taxes?
What insurances do I need?
How will I pay if I need long term care?
At AWM, we aim to understand each and every client on a personal level. We learn your goals and analyze your resources before we begin developing your plan.
Since its founding in 2007, AWM has been a fiduciary planner and has never received commissions or fees from products or services recommended. This is important to you because our advice and consultation is solely based on reaching your goals, not on outside influences or commissions. There are never incentives to sway us in directions that are anything less than for your best interest. You receive unbiased information backed by academic research and experience.