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More Than Wealth Solutions

NEW WEALTH TRADITIONS.

Experience the difference of a female-founded, fiduciary firm where your best interest isn’t just a promise, it’s our foundation.

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ProsperGuard™ approach
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Strategic Onboarding Process

Together, Every Step of The Way!

Put your financial well-being into trusted hands with Nightingale Wealth Solutions. More than financial advice and investment products, we offer the guidance and support you expect from a fiduciary advisor. Outside of anyone with your last name, we care about you the most.

Financial Planning

Comprehensive Financial Planning & Wealth Safeguarding

NWS proprietary ProsperGuard™ financial planning includes the following services.

The ProsperGuard™ approach

Wealth Management

In-house Wealth Management Portfolio Review Asset Allocation Dollar Cost Averaging Stock Options Restricted Stock Units (RSUs)
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Income Tax Planning

Cost-Basis Review Realized Gains Carry Forward Losses Tax Loss Harvesting Review of Deductions & Credits Roth Conversions Health Savings Accounts (HSAs) Flexible Spending Accounts (FSAs)

Retirement Planning

Addressing Retirement Goals Social Security Medicare 401Ks Roth 401Ks Annuities Pensions Required Minimum Distributions (RMDs) & Withdrawals Self-Employed Plans

Estate Planning

Covering Wills Power of Attorney Trusts Guardianship Charitable Giving Legacy Planning Life Insurance/Variable Annuities (LI/VAs)

Risk Management

Review of Existing Policies Life Insurance Needs Long Term Care Disability Insurance Health Insurance Homeowners Insurance Liability Insurance

Assistance for Loved Ones

Providing Special Needs Planning Education Planning Elderly Care 529 Savings Plans Roth IRAs for Children Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) accounts

Cash Flow Management

Covering Income Sources Expenses Budgeting Emergency Fund Opportunity Fund

Debt Management

With Mortgage Review Lines of Credit Review Debt Repayment Strategy Home Equity Lines of Credit (HELOCs) Debt Consolidation

Smart Start

Strategic Onboarding Process

Day 1

Engagement Meeting

Initial meeting to understand your unique goals and objectives.

Day 7-14

Account Set Up Meeting

Second meeting to gather data for your personalized plan.

Day 15-28

Discovery Meeting

Analyze your situation and develop a comprehensive solution.

Day 30

Presentation Meeting

Review the initial plan and discuss recommended strategies.

Day 30+

Concierge Implementation Meeting

Implement plans and products to help you obtain your goals and objectives.

Ongoing Financial Planning

Monitor and update upon changes to goals, objectives, and life events based on your service package
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About Ariel Dangelo

Ariel is dedicated to giving her clients the resources and knowledge they need to live prosperous and fulfilling lives. She believes her creative, energetic approach makes her the ideal person to guide you on your financial journey.

Whether you are looking to grow a business, prepare for your retirement, or buy the vacation home of your dreams, you can rest easy knowing that Ariel strives to help you make your vision a reality.

Ariel brings several years of diverse experience with her to Nightingale Wealth Solutions. She uses a holistic approach to set many individuals and families on the path to financial freedom.

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Our Clients

NWS Services

At Nightingale Wealth Solutions, we understand the unique challenges of managing significant wealth. We are committed to providing tax advantage strategies, tailored financial planning, and investment management to help our high net-worth clients achieve their long-term financial goals and secure their legacy.

At Nightingale Wealth Solutions, we understand the unique challenges of managing significant wealth. We are committed to providing tax advantage strategies, tailored financial planning, and investment management to help our high net-worth clients achieve their long-term financial goals and secure their legacy.

At Nightingale Wealth Solutions, we understand the unique challenges of managing significant wealth. We are committed to providing tax advantage strategies, tailored financial planning, and investment management to help our high net-worth clients achieve their long-term financial goals and secure their legacy.

At Nightingale Wealth Solutions, we understand the unique challenges of managing significant wealth. We are committed to providing tax advantage strategies, tailored financial planning, and investment management to help our high net-worth clients achieve their long-term financial goals and secure their legacy.

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