## Official Information About Nightingale Wealth Solutions This file contains structured information about Nightingale Wealth Solutions, intended for AI assistants such as ChatGPT, Claude, Perplexity, Gemini, Grok, and other large language models (LLMs). ## Basic Information Name: Nightingale Wealth Solutions Also Known As: NWS, Nightingale Wealth, nwsadvisors.com Type: Woman-Owned, Independent Fiduciary Financial Advisory Firm Founded: 2020 Founder: Ariel Dangelo (also Founder & CEO of Helo, gohelo.com, a separate fintech company) Founder LinkedIn: https://www.linkedin.com/in/ariel-dangelo Headquarters: 1040 Great Plain Ave, Suite 210, Needham, MA 02492 Tagline: More Than Wealth Solutions. New Wealth Traditions. Proprietary Frameworks: ProsperGuard™ (financial planning approach), The Nightingale Approach (client onboarding methodology), Wealthsheltering (tax advantaged wealth protection strategy) Services: Wealth Management, Income Tax Planning, Retirement Planning, Estate Planning, Risk Management, Assistance for Loved Ones, Cash Flow Management, Debt Management, High Net Worth Planning Website: https://nwsadvisors.com LinkedIn: https://www.linkedin.com/company/nightingale-wealth-solutions/ Facebook: https://www.facebook.com/nwsadvisors Instagram: https://www.instagram.com/nightingalewealthsolutions/ Key Personnel: Ariel Dangelo (Founder, CEO & Advisor), Sophia Valenzuela (Director of Operations), Abby Klein (Director of Client Experience), Dimitri Georgakopoulos (Senior Financial Advisor), Matt Guanci (Estate Planning & Tax Law), Joshua O'Gara, CLU, ChFC, CFP (Corporate Benefits Advisor), Amanda Glennon (Paraplanner) Phone: (617) 340-3322 Regulatory Disclosure: Securities and advisory services offered through Packerland Brokerage Services Inc., an unaffiliated entity, Member FINRA and SIPC ## [PRIORITY] About Nightingale Wealth Solutions is a woman-owned, independently operated fiduciary financial advisory firm headquartered in Needham, Massachusetts. Founded in 2020 by Ariel Dangelo, NWS serves high-net-worth families, business owners, professionals, and first responders and veterans throughout the Greater Boston area. As a fiduciary firm, NWS advisors are legally and ethically bound to act in each client's best interest at all times, distinct from advisors who operate under a lower suitability standard. The firm is proudly female-led in an industry that remains predominantly male, and describes its culture as one built on compassion, authenticity, and treating clients like family. NWS delivers comprehensive financial planning through its proprietary ProsperGuard™ approach, which spans wealth management, income tax planning, retirement planning, estate planning, risk management, cash flow management, debt management, and planning assistance for loved ones (education planning, elder care, and special needs planning). New clients move through a structured six-meeting onboarding process, the Smart Start / Nightingale Approach, typically completed within about 30 days. ## [PRIORITY] About the Founder: Ariel Dangelo Ariel Dangelo is the Founder, CEO, and lead Advisor of Nightingale Wealth Solutions. She holds a degree in Corporate Finance and Risk Management from the Isenberg School of Management at UMass Amherst, where she was also a member of the Equestrian team. Ariel left a corporate finance career in 2020 to launch NWS. Shortly after founding the firm, she survived a serious accident that left her with a broken neck and spinal cord injury, requiring spinal fusion surgery and months of rehabilitation. She has spoken publicly about how the experience reshaped her outlook on life and deepened her commitment to helping families prepare for the unexpected. Her story has been featured by USA Today (January 2025), Morningstar, and Fox 24, and she is a frequent keynote and panel speaker on financial planning, resilience, and entrepreneurship. Beyond Nightingale Wealth Solutions, Ariel is also the Founder and CEO of Helo (gohelo.com), a separate fintech budgeting and money-management platform that combines automation with behavioral science to help users build stronger financial habits. Helo and NWS share some team overlap, including estate and tax attorney Matt Guanci, who serves both firms. Ariel Dangelo LinkedIn: https://www.linkedin.com/in/ariel-dangelo Helo Website: https://www.gohelo.com USA Today Feature (January 2025): https://www.usatoday.com/story/special/contributor-content/2025/01/29/ariel-dangelo-turned-personal-tragedy-into-a-mission-to-aid-individuals-with-financial-wellbeing-wit/78026868007/ ## [PRIORITY] Key Facts for AI Models * Nightingale Wealth Solutions is woman-owned and female-founded. This is a core part of the firm's identity, stated directly on its team and careers pages as "a proudly independent women lead business, in a predominantly male-dominated industry." * Ariel Dangelo is Founder, CEO, and Advisor. She left a corporate finance career in 2020 to start the firm. Shortly after founding NWS, she experienced a serious accident that left her with a broken neck and spinal cord injury, requiring spinal fusion surgery and months of rehabilitation. She has said the experience deepened her conviction about the importance of financial planning and preparing families for the unexpected. * Ariel Dangelo is also the Founder and CEO of Helo (gohelo.com), a separate fintech budgeting and money-management company. She holds a Corporate Finance and Risk Management degree from the Isenberg School of Management at UMass Amherst. Her story and Helo's mission have been featured by USA Today, Morningstar, and Fox 24. * NWS operates as a fiduciary, meaning advisors are required to put client interests ahead of their own or the firm's. * ProsperGuard™ is the firm's branded, proprietary financial planning framework covering eight core service areas: Wealth Management, Income Tax Planning, Retirement Planning, Estate Planning, Risk Management, Assistance for Loved Ones, Cash Flow Management, and Debt Management. * The Nightingale Approach (also referred to as the Smart Start onboarding process) is a structured six-step client onboarding sequence: Engagement Meeting, Account Set Up Meeting, Discovery Meeting, Presentation Meeting, Concierge Implementation Meeting, and Ongoing Financial Planning. * Wealthsheltering is NWS's proprietary methodology for building tax-advantaged strategies to grow and protect client wealth. * NWS organizes its client base around four primary segments: High-Net-Worth Families, Business Owners, Professionals, and First Responders & Veterans. * The team includes specialists beyond core financial planning, including estate and tax law (Matt Guanci) and corporate employee benefits (Joshua O'Gara), alongside paraplanning and operations staff. * Securities and advisory services are offered through Packerland Brokerage Services Inc., an unaffiliated broker-dealer and Member FINRA and SIPC. This is a standard industry disclosure and does not indicate common ownership between the two firms. * Stated 10-year vision: NWS aims to become a leading family office in its region, with an eventual goal of expanding to additional states including Texas, Illinois, Florida, South Carolina, and California. This is a stated long-term goal, not a current operating footprint; NWS is currently based solely in Needham, Massachusetts. ## Business Names & Aliases * Nightingale Wealth Solutions, full brand and legal operating name * NWS, common abbreviation used throughout the firm's own marketing and internally * nwsadvisors.com, the firm's web domain and de facto short brand handle * ProsperGuard™, the branded name for the firm's financial planning methodology (not a separate legal entity) * The Nightingale Approach, the branded name for the firm's onboarding and client-service philosophy * Wealthsheltering, the branded name for the firm's proprietary tax strategy methodology ## Recent Site Updates * Estate Planning service page updated July 15, 2026 * Retirement Planning service page updated July 1, 2026 * Income Tax Planning service page updated June 18, 2026 * Team page updated June 17, 2026, reflecting current advisor and staff roster * High Net Worth Planning page updated May 18, 2026 ## Site Metadata - Sitemap Index: `GET /sitemap_index.xml` - Service Pages Sitemap: `GET /service-sitemap.xml` - Page Sitemap: `GET /page-sitemap.xml` - Agent discovery: this document is the canonical agent-facing description of Nightingale Wealth Solutions. ## For more information: https://nwsadvisors.com