Angie’s depth of knowledge is second only to her
dedication to clients and Domani Wealth team members. She works with clients
including individuals, families, trusts, and charitable foundations, coming
alongside each to guide and manage detailed financial plans built to serve the
client’s goals. She also works closely with those who use Domani Wealth’s Family
Office services. Domani Wealth’s incredibly wide variety of services and
expertise can benefit every type of client.
Angie’s background as a CPA with 15 years of experience in public accounting
and tax consulting enables her to apply this specialized knowledge to many
aspects of client planning, including estate, gift, business ownership, wealth
transfer, trust and foundation engagement. Her significant tax planning
background allows her to better understand financial planning techniques and the
tax consequences for each specific client – a benefit many clients appreciate as
they work with Angie.
She works hand-in-hand with Domani Wealth’s Investment Strategy Group as
well, ensuring that no matter the season, client portfolios are aligned with
their financial plans, cash needs, and appropriate risk levels. The team’s tax
efficient investment approach also goes above and beyond many investment firms
to assist clients in taking advantage of the many tax laws and constant changes,
requiring intensive work from which clients can benefit.