My Services
B. Riley Wealth offers access to an expansive suite of wealth solutions, backed by in-house expertise, to serve all your financial needs. As your advisor, I am here to guide you in selecting from this wide array of products and services.
My services include, but are not limited to the following:
For Individuals & Families:
Retirement planning and investing
401(k) rollovers to IRAs
Fixed Income Solutions
Portfolio construction, asset allocation and portfolio management
Coordinate advanced planning with your other professionals (i.e., attorney, tax advisor, accountant)
Family Office Services
Ongoing Investment advice
Capital markets and investment banking availiable*
Comprehensive wealth management
Restricted stock transactions
Cashless exercise of stock options (ISO and NSO)
Retirement planning
Rule 10b-18 share repurchase program services
To learn more, please email me at mdeangelo@brileywealth.com.
*Offered through a trusted third-party provider.