Kobo Wealth Strategies

Cangelosi Wealth Management is a financial planning firm that helps clients achieve their financial goals. The firm offers a wide range of services, including estate planning, insurance, investment, lifestyle, money, retirement, and tax planning. Cangelosi Wealth Management's experienced advisors work with clients to understand their individual needs and goals, and then develop a personalized financial plan to help them achieve those goals. The firm is committed to providing its clients with the highest level of service and is dedicated to helping them make sound financial decisions.

Whether you want to start a business, buy a second home, retire by age 45, or something else entirely, there’s a path to get there... and we’ll show it to you. Risk is always part of the equation, but together we strive to find the right balance to achieve what you want in this life.

At J Tax Planning, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.