Michael R. DeAngelo
- Founder of DeAngelo Wealth & Insurance Solutions
Nearly a decade ago, Michael DeAngelo entered the financial services industry with a vision and the desire to diligently build wealth for his client. He had a dream that he would build a multigenerational business, from the ground up, and through hard work, integrity, and strategic financial stewardship he made that dream into a reality. To this day, Michael continues to proudly pursue the dreams and visions of his clients with the same passion that brought DeAngelo Wealth & Insurance Solutions to fruition.
Using a comprehensive goals-driven wealth management approach, Michael creates personalized financial plans to help his clients meet their goals. To ensure that all aspects of your financial life work together, he offers a variety of individually tailored services, including insurance products that can protect you during the different stages of your life.
Michael has a vast and diverse client base and values the personal longstanding relationships he has built with them. Over the years he has firmly prioritized the long-term interest of clients by ensuring they would have access to the best tools and investment opportunities. After starting his career at Investors Capital Corporation, he decided that it was in the best interest of his clients to take his experience and skill set to a new level and branch off as an independent wealth manager. In June of 2016, he joined the B. Riley Wealth team as a Sr. account executive of investment management. Having access to the Fidelity platform was a major selling point in his decision to join B. Riley Wealth. This platform has allowed his clients to have access to ample opportunities and investment options that would not have been possible before joining them.
Michael is enthusiastic, and believes in educating his clients so they can be informed participants in their future. Educated planning is essential to wealth preservation and multigenerational prosperity. He is also a strong believer in practicing what you preach which makes his personal approach authentic. His greatest pride is the opportunity to train and instill in his own children the concepts that bring about financial freedom. He genuinely and passionately loves what he does and wants to see his client’s dreams come to fruition as well.
From a humble foundation of family and faith in a dream, Michael was encouraged and inspired, now, together with his team, they hope to inspire your financial dreams so that they can become a reality as well.
Juliana DeAngelo, J.D.
- Office Administration/Unlicensed Broker Associate
Juliana has always had a hunger for knowledge and a passion for all matters concerning wealth preservation and the intricacies of multigenerational dealings. Following this passion she obtained a law degree, and the first half of her professional career was spent at a litigation firm. Although she loved the years she spent in advocacy, they were the same years where she fervently encouraged her husband as he chased a dream; and from that dream, a business was built. She often tells people that “there is no greater inspiration than seeing a dream born into reality through faith and good old fashioned drive, passion, hard work and resilience”. This same inspiration gave her the courage to go back to her original passion, multigenerational wealth preservation.
It did not take long for Juliana and Michael to realize that it was never a coincidence that their passions aligned so perfectly. Her dream was a natural extension of his desire to diligently build wealth for his clients. As they built a family, they saw first-hand their work together. They devotedly and actively show their children financial freedom; a concept that can be instilled through the building and preservation of generational wealth. This is a concept that far too many people believe is an unachievable dream.
At DeAngelo Wealth & Insurance Solutions, we are a witness and a testament that there are no coincidences. Through passion, inspiration, knowledge, and planning, multigenerational wealth can be a reality.
Juliana joined the DeAngelo Wealth & Insurance Solutions team and continues to fervently encourage the growth of the business as the Office Administrator/Unlicensed Broker Associate. Although she is still a licensed attorney and active in the local bar association, she is does not practice law in any capacity associated with her role at DeAngelo Wealth & Insurance Services.
Juliana’s hunger for knowledge drives her to continue learning about Wealth planning and preservation in a deeper capacity, and her pastime out of the office is spent writing on all multigenerational matters.
Michael DeAngelo
Investment Executive/Licensed Insurance Agent