From making a major purchase, to saving for a new child or a grandchild's college, to planning for retirement, your finances connect each detail of your life. When it comes to hiring someone to handle the complexities, you're looking for someone to do more than simply file your tax return. You need a long-term relationship with a team of professionals acting as your strategic partners today and into the future.
At Angell Capital Management, we offer comprehensive financial services to customers throughout the midwest and beyond. Our firm has a dynamic geographical footprint for those in need of our services, so no matter where you are located, we're able to address your needs. Have a financial partner for life, no matter the milestones and circumstances you encounter.
At Angell Capital Management, we offer comprehensive financial services to customers throughout the midwest and beyond. Our firm has a dynamic geographical footprint for those in need of our services, so no matter where you are located, we're able to address your needs. Have a financial partner for life, no matter the milestones and circumstances you encounter.
Services
Scott founded Angell Capital Management in 2000 to bring the independence of public accounting to the delivery of financial services. He is an advocate and enjoys working with clients to achieve their dreams and overcome their challenges. A big believer in investing in technology, Scott prefers to use these capabilities to enhance his interactions with clients as the relationship develops.
It may seem daunting to plan out your financial goals, but with a team of professionals to guide you, it doesn't need to be. At Angell Capital Management, we take time to learn about you through a process that becomes a larger part of your life plan. Along the way, we work collaboratively to explore options and present possibilities you might not have considered or thought possible.
As a firm, we understand the importance of being there for our clients. The biggest difference between working with us and a big bank, roboadvisor or institution is the personalized attention you can expect as we develop your financial strategy. We are proud of our independence and ability to work one-on-one with our clients in order to make a genuine and impactful difference in their lives.
Working with Angell Capital doesn't simply mean a series of transactions or complex reports. It's a relationship designed to uncover and support your life goals while providing clarity, reducing stress and decreasing undue risk. It isn't about us or what we do, but about you and leveraging our experience to enhance your vision.
With an unbiased outlook and experience to back our recommendations, our portfolio analysis team ensures you are actively involved throughout our portfolio management process. We want to empower you to make impactful decisions as you remain keenly aware of what you are investing in. Together, we'll assess your financial situation before offering suggestions to help you develop the right investment strategy for your lifestyle.
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