Managing Director of Family wealth services
Angela is the Managing Director of Family Wealth Services for WealthStone. She leads the team of Family Wealth Advisors who guide our clients through complex financial decisions to help them realize their most important life goals. Angela also serves as the lead advisor for a select group of WealthStone families.
Angela Neumann, CFP®, CAP®
Managing Director of Family Wealth Services
Over the past 20 years, Angela has advised Fortune 500 Executives, Privately Held Business Owners, Family Offices, Large Public Foundations, and Private Family Foundations. She most recently came from JP Morgan Private Bank where she focused her practice on multi-generational wealth planning. Angela has a passion for meeting a client where they are, helping them understand what is most important based on deeply held values and applying that intentionally towards the planning process. She feels a great sense of purpose leading her clients through the complex nature of their situations and assisting them in simplifying their life and accomplishing their goals.
Angela graduated cum laude from Central Michigan University with a Degree in Finance and Economics, is a Certified Financial Planner, Certified Advisor in Philanthropy and has a Masters of Science in Financial Services.
She resides in Powell with her teenage son and enjoys spending her free time at her son’s sporting events, reading, frequenting local yoga studies and enjoying the outdoors. She is an active volunteer at her church and serves on the foundation board of Columbus State University.
connect with ANGELA
If you want to get in touch with me, just drop a note into the form below and it will come right to me.
– Angela Neumann