ANGEL ROCK ADVISORS

Trusted Advisors : The key to being a private wealth management client or starting a family office is finding people you can trust to guide you thru the maze of decisions as you accumulate, manage, grow, preserve, and transfer wealth. Modern Platform: Just as the foundation and infrastructure of a building is critical, wealth management back-office operation resources help enable an efficient workflow process, investment diligence, oversight, performance reports, client portal and app. Peace of Mind: Your goals will only be achieved to the extent you sleep well at night because you have a sound plan in motion. Knowing someone has your back and can help balance the trade-offs between fear and greed along the way will improve desired outcomes. Contact us to schedule a confidential discussion about: Core & Alternative Investments, Angel & Venture Investment Monitoring, Concentrated Position Risk & Liquidity Planning, Equity Compensation Advice, Tax & Estate Planning Strategies, Qualified Small Business Stock (QSBS) tax review, Family Office Services, Lifestyle Needs & Philanthropic Interests contact: [email protected]