Angela Rea CFP, EPC, RRC


Angela, a CERTIFIED FINANCIAL PLANNER® professional, has more than 40 years of experience working in the financial services industry and her powerful team are leaders in the field of advanced financial planning and trusted fiduciaries for high net worth families, individuals and businesses.

Angela strives to deliver an elevated solution and client experience; which sets her apart from what is typically offered to high-net-worth clients. Over the past four decades, Angela has developed a strong track record of helping clients dream, achieve and protect what they cherish most. Her extensive knowledge, attention to detail and dedication to listening to the concerns and interests of clients allows her to offer sound advice, expert execution and peace of mind for clients who require complex wealth management guidance.

In the past 40 years, she has worked hard to make life less hard for her clients. But when she is not working, she enjoys family time at the cabin.