Angelis Wealth Group, Inc. is a boutique wealth management firm based in Columbus, OH, offering personalized and mindful financial services to high-net worth individuals. With a global perspective on the markets, their experienced team provides clear guidance and objective strategies in areas such as wealth management, investment management, retirement planning, asset protection, estate planning, and income planning.
Committed to helping clients efficiently grow, protect, and distribute their wealth, Angelis Wealth Group takes a step-by-step approach, considering individual goals and comfort levels to develop personalized plans that align with clients' evolving life situations. With a focus on mindfulness and attention to detail, they strive to ensure a seamless transition into retirement and the equitable distribution of assets, while providing the personal attention of a concierge.
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