Roundangle Advisors

RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial advocate providing lifelong support and guidance as you navigate your career, business, life, and retirement. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations and ongoing education tailored to your questions. Through our unique approach, we believe you can focus less on your financial challenges and more on your passions in life. With offices in New York City, Long Island, and New Jersey, we work with individuals, families, executives, and business owners nationwide.