Angela Wright, CFP®, FEA – Del Monte Group, LLC

Angela Wright, CFP®, FEA
Fiduciary Financial Advisor
Del Monte Group, LLC
Fiduciary Financial Advisor
aplaceofpossibility.com/

Senior Situation:

We are retired and living on pensions, social security, real estate rentals, and our portfolio. We would like to delegate the day-to-day management of our portfolio to ensure we outlive our money and not the other way around! We also have many financial questions regarding Medicare, taxes, and our rental properties. We also need to prepare the next generation to inherit our wealth.

Senior Solution from Angela Wright:

As a fee-only fiduciary financial advisor, I will put your needs first. We’ll ensure you have an income distribution plan to sustain your lifestyle that is also tax efficient and allows your wealth to continue to grow. I’ll be your “person” for all financial questions, big or small. I’ll manage your investments consistent with your goals and objectives. As a holistic planner, I will look at all areas of your financial life to maximize not just your wealth, but the possibilities for your life. Plus, we can help ensure your kids are ready for the roles and responsibilities they will take on when you pass. You can call me for any financial question, and you can also watch my podcast if you’re interested in learning about money management. Together, we’ll create your Place of Possibility™.

MEMBER: Angela Wright, CFP®, FEA
EMAIL: angela@aplaceofpossibility.com
OFFICE: 925-736-6410
SERVING: SF Bay Area & Nationwide
ADDRESS: 75 Golden Meadow Lane, Alamo, CA 94507

ABOUT ANGELA WRIGHT: Angela has been advising families and family enterprises since 2003. As President of Del Monte Group, her goal is to ensure that clients and employees are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From educating new widows and widowers on the ins and outs of their finances to connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio.

Angela earned her B.S. in business administration with an emphasis in financial services from California State University, Chico, and her MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children. She used to have hobbies like yoga and hiking, but the truth is her focus these days is either on her growing children or her clients! She tries to squeeze some travel in when she can and is ever so grateful for new technology that allows her to serve her clients from anywhere in the world.

If you need a partner to help you navigate a challenging life transition, build a retirement income plan for the next chapter of your life, or just live more of the life you want, Angela would love to speak with you.

SERVICES

• Investment Portfolio Management
• Financial Planning
• Budgeting
• Tax Planning Guidance
• Risk Management
• Safe Withdrawal Strategies
• Estate Planning Guidance
• Retirement Income Strategies
• Social Security Claiming Strategies
• Medicare
• Specialized Planning and Guidance
• Protecting Wealth Over Generations
• Preparing Heirs
• Guidance on anything relating to money!