Our Expertise

Personal Solutions

Angulo Strategies provides individuals and families access to innovative, cutting-edge products and services to help them successfully grow, protect, and conserve their wealth through all stages of life. Taking into account your needs, goals, and risk tolerance, we work with you to bring clarity to how to get where you want to go. Some of our key services are detailed below.

Financial Planning*

A comprehensive financial analysis of assets, liabilities, cash flow, and investments helps us identify a clear path to our clients' prosperous futures. We craft a detailed financial plan using tailored wealth accumulation and preservation strategies to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust your financial plans to ensure you remain aligned with your stated objectives.

*Offered through Barjes' affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

Wealth Management
and Retirement Planning*

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs (ranging from separately managed portfolios of stocks and bonds to mutual funds), and access to third-party wealth management programs. We provide a consistent process to help ensure management of investment assets according to your goals, risk tolerances, and time horizon. We then monitor your plan on a continual basis, adjusting and evolving your plan as your needs change.

Business Solutions

Here at Angulo Strategies, we offer access to a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives. Some of our key services are detailed below.