More Than Wealth Solutions, New Wealth Traditions
Let's plan your brighter future!
About Nightingale Wealth Solutions
About the Company
We are a proud women owned fiduciary financial advising firm that focuses on working with high net worth families and professionals in suburbs. At Nightingale Wealth Solutions we believe everyone should have financial security. We strive to create peace of mind and confidence around our client’s ability to achieve their goals, protect their family and their estate. By relieving one of the top stressors in people's lives we help them achieve their greatest potential and live a joyful life. After opening our doors in 2020, our founder and CEO, Ariel Dangelo had a traumatic spinal cord injury that left her paralyzed from the shoulders down. After going through that incident, it drove her conviction around financial planning even more. We ensure that every family has the right plan in place to reach their greatest potential regardless of what life throws at them.
Our Founder
In 2020, Ariel left her corporate finance job and opened the firm. After getting off to a great start, she had an accident where she broke her neck and suffered a spinal cord injury. This injury left her paralyzed from the shoulders down and unable to care for herself. After months of rehab and physical therapy, she was right back at it! Nothing will hold her back when she has her mind set on accomplishing it.
Ariel has extremely fierce values that are the foundation that this company was built. This translates into providing the absolute best experience, service, and results for our clients we can. Her high standards, ability to execute, and passion for business and life are what set her apart.
Who We Serve
High Net-Worth Families
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.
We take a comprehensive approach to wealth management, considering your investment portfolio and your family dynamics, philanthropic interests, and lifestyle aspirations to develop a customized financial plan that aligns with your values and objectives.
Business Owners
We understand the challenges and opportunities of owning and operating a business. We are dedicated to providing financial guidance and support to help you maximize the value of your business, minimize taxes, and achieve your personal and professional financial goals.
Our services include business succession planning, retirement planning, investment management, risk management, and estate planning.
Our Mission
At Nightingale Wealth Solutions we believe everyone should have financial security. We strive to create peace of mind and confidence around our client’s ability to achieve their goals, protect their family and their estate. By relieving one of the top stressors in people's lives we help them achieve their greatest potential and live a joyful life.
Our Values
At Nightingale Wealth Solutions, we uphold a set of five core values that guide our every action and decision. First and foremost, we believe in integrity. We hold ourselves to the highest ethical standards, ensuring transparency and honesty in all our interactions. Trust is another key value that we prioritize. We strive to build enduring relationships with our clients, fostering an environment of trust and confidence. Effective communication is at the heart of our operations, as we understand the importance of clear and timely information exchange. We take accountability seriously, acknowledging our responsibility for the outcomes and results we deliver. Lastly, we treat our clients and team members like family. We value their well-being and work collaboratively to achieve their financial goals. We want every one of our clients to know that outside of anyone with their last name, we care about them the most. These core values form the foundation of our firm and guide us in providing exceptional service and support to our valued clients.
Our 10 Year Vision
Our vision is to become the best family office in our area with a reputation for service, intellect, and results. Then to expand to open offices around the country in Texas, Illinois, Florida, South Carolina and California. We will leverage our proprietary software platform to lay the groundwork in the new location before opening so that we already have a foundation in the community. We will attract only the best advisors and professionals as we aim to have each advisor manage $2Billion AUM.
Our Process
Wealthsheltering is our proprietary methodology of creating tax advantaged strategies to grow and protect our client's wealth. This is an in depth process in which we evaluate each client's unique set of needs and build a custom advanced planning strategy to set them on the path to success on our platform.
Open Positions
CPA & Tax Advisor
Property & Casualty Agent
Property & Casualty Agent
We are seeking a skilled and experienced CPA & Tax Advisor to join our team. In this role, you will be responsible for providing expert tax planning and advisory services to our clients. Your primary duties will include developing tax strategies, preparing and reviewing tax returns, ensuring compliance with tax laws, and providing persona
We are seeking a skilled and experienced CPA & Tax Advisor to join our team. In this role, you will be responsible for providing expert tax planning and advisory services to our clients. Your primary duties will include developing tax strategies, preparing and reviewing tax returns, ensuring compliance with tax laws, and providing personalized tax advice to optimize clients' financial positions. The ideal candidate will possess a CPA designation, have a deep understanding of tax regulations, and demonstrate exceptional analytical, communication, and problem-solving skills. Join our team and play a vital role in helping our clients navigate the complexities of taxation while maximizing their financial opportunities.
Property & Casualty Agent
Property & Casualty Agent
Property & Casualty Agent
We are seeking a dynamic and driven Property & Casualty Agent to join our team. As a Property & Casualty Agent, you will play a crucial role in providing insurance solutions to our clients. Your responsibilities will include assessing clients' insurance needs, analyzing risks, and recommending appropriate coverage options for property and
We are seeking a dynamic and driven Property & Casualty Agent to join our team. As a Property & Casualty Agent, you will play a crucial role in providing insurance solutions to our clients. Your responsibilities will include assessing clients' insurance needs, analyzing risks, and recommending appropriate coverage options for property and casualty insurance. You will collaborate with clients to understand their specific requirements and develop customized insurance plans to protect their assets and mitigate potential losses. Additionally, you will handle policy renewals, claims processing, and provide exceptional customer service. The ideal candidate will have a strong background in insurance sales, excellent interpersonal and negotiation skills, and a comprehensive understanding of property and casualty insurance products. If you are passionate about helping clients protect their valuable assets and possess a drive to achieve sales targets, we invite you to join our team and make a significant impact in the insurance industry.
Financial Advisors
Property & Casualty Agent
Financial Advisors
We are seeking knowledgeable and experienced Financial Advisor to join our team. As an Advisor, you will be responsible for providing comprehensive guidance and support to our clients. Your primary responsibilities will include assisting clients in plan design, investment selection, compliance, and education. You will collaborate closely
We are seeking knowledgeable and experienced Financial Advisor to join our team. As an Advisor, you will be responsible for providing comprehensive guidance and support to our clients. Your primary responsibilities will include assisting clients in plan design, investment selection, compliance, and education. You will collaborate closely with clients to understand their unique needs, analyze their retirement goals, and develop tailored strategies to help them achieve financial security. The ideal candidate will have a strong understanding of retirement plans, regulatory requirements, and investment options. Additionally, excellent communication and interpersonal skills are essential to effectively engage with clients and empower them to make informed decisions. Join our team and make a significant impact by helping individuals and organizations navigate the complexities of their finances and secure a prosperous future.