Level Financial Advisors announced today the acquisition of Angelucci Wealth Management, LLC, effective January 1, 2019. The firm’s principle, Michael Angelucci, CFP®, MBA will join Level’s team of advisors in the New Year.
Angelucci opened his Williamsville-based wealth management business in 2007, providing financial planning and fee-only investment management services to 120 clients. The firm carries $25M in assets under management and another $90M in assets under financial advisement. Angelucci will continue to service these clients from Level’s offices on Sweet Home Road in Amherst.
“We are extremely excited to have Mike join our team,” said Level’s chief operating officer Michael Heburn. “First and foremost, he’s a great cultural fit for our company and our clients. But just as important, Mike shares our philosophy on financial planning and doing what’s in the best interest of our clients, making him a natural fit for our growing firm.”
Angelucci has a Bachelor of Arts in Economics and a Master of Business Administration (corporate finance concentration) from the University at Buffalo. He is a 2011 graduate of Buffalo’s Center for Entrepreneurial Leadership Program and a member of the National Association of Personal Financial Advisors (NAPFA). He is also a member of the Eastern Hills Sunrise Rotary Club, the Eastern Hills Sunrise Rotary Club Foundation, a member of the Board of Directors of Buffalo Hearing & Speech Center, President of the Board of the Just Buffalo Literary Society and President of the Board of the Glenwood Cemetery Foundation.
Level manages $350 million in assets for 595 households. The firm has been in business since 1980 with offices in Amherst, Wellsville, and a planned location in Hamburg, opening this summer.