Jim Angiuli

Jim Angiuli, CFP® Managing Partner | Wealth Advisor   

Jim Angiuli, CFP®, is a seasoned wealth advisor with over 25 years of experience guiding clients toward financial independence. As a CERTIFIED FINANCIAL PLANNER™, Jim has built a reputation for delivering personalized, strategic advice to help individuals and families pursue their financial goals. His distinguished career includes prominent roles at Paine Webber, Wells Fargo Advisors, and Fidelity Investments, where he honed his expertise in wealth management, retirement planning, estate planning strategies, and investment strategies.   Being willing to go above and beyond are the core principals which guided Jim to start his own practice. Jim places the highest priority on the interests of each client. Jim has also been named one of Forbes Best-In-State Wealth Advisors for 2022, 2023, 2024 ,and 2026.   Outside of his professional life, Jim is passionate about cooking, often experimenting with new recipes to share with family and friends. An avid skier, he enjoys hitting the slopes during the winter months, and he unwinds by playing the guitar, a hobby that brings creativity and balance to his life. Jim resides with his wife, Courtney, and two daughters, Sloan and Clair, cherishing family time and creating lasting memories together.   *The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.