Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Frank Cangelosi, Jr

President & CEO

(973) 427-2555

(973) 427-5263

Frank@Cangelosiwealth.com

Frank has had a wonderful career as a wealth manager spanning more than three decades. He has helped families in guiding them to an understanding of the importance of saving on a regular basis, with the use of sound, prudent investment...

Roger Moreno

Client Care Specialist

973-427-2555

roger.moreno@lpl.com

Roger Moreno is a dedicated service professional with a strong background in banking and client care. He spent six years as a Store Supervisor at TD Bank, where he developed expertise in team leadership, operational management and...

Roseann Puzo

Client Services Representative

(973) 427-2555

(973) 427-5263

roseann.puzo@cangelosiwealth.com

Roseann Puzo is the Client Services Representative. She holds a Bachelor of Arts degree from Montclair State University and has a passion for people and helping others. Her background is in finance, as she has spent several years with...

Team

Deborah Cangelosi

Frank Cangelosi, Jr

Roger Moreno

Roseann Puzo