JEFFREY FRATARCANGELI

Jeffrey Fratarcangeli shares insights from three decades in finance, discussing wealth management, client education, and the principles behind long-term financial success.

Build the next generation of wealth managers by launching selective internships, hiring for drive and teamwork, instilling confidence balanced with humility, and entrusting young professionals with meaningful responsibility.

Early exposure to investing, family financial conversations, and gradual responsibility can all play roles in helping children build financial awareness and readiness.

internal culture relies heavily on shared values, strategic hiring (with behavior & temperament weighed alongside skills), well-designed communication rhythms, hands-on immersive onboarding, and a recognition that teamwork alignment ultimately shapes client outcomes.

Client risk assessment often blends historical market scenarios, emotional behavior mapping, tax considerations, and the recognition that risk tolerance shifts over time.

Long-term wealth is shaped by maintaining liquidity, diversifying thoughtfully, investing steadily, and treating financial legacy planning as a central, ongoing priority.

Young athletes with NIL income and corporate executives each face unusual earnings patterns—rapid income bursts, complex compensation types (stock, deferred pay, etc.), and identity or life-phase changes—and specialized financial strategies are being developed to help them manage those demands.

As NIL (Name, Image, Likeness) deals grow, financial advisors are becoming key in helping individuals manage income timing, tax implications, and long-term wealth impact.

Wealth transitions today are shaped by estate tax exemptions, the use of trusts, life insurance structures, and strategic gifting as families plan for future legacy transfers.

Natural disasters are reshaping financial planning, with emphasis on insurance structures, asset protection, and broader resilience strategies in wealth management.

In the first 90 days of a new U.S. administration, markets tend to ride on uncertainty, making liquidity, patience, disciplined strategy, and open communication key stabilisers.

In a changing economy, maintaining retirement stability relies on starting with an accurate budget, preparing for inflation and keeping assets liquid, avoiding emotional decision-making via structured planning, and incorporating legacy and estate-planning into long-term goals.

Jeff outlines four key shifts in wealth management—asset protection, estate planning, technology’s supportive role, and holistic guidance—arguing that experience and perspective still matter most.

Unlock four grounded strategies—knowing your money flow, applying business-style budget discipline, building a larger safety cushion, and choosing rational over reactive decisions—to help households manage rising living costs.

Discover market insights on how presidential transitions shape investor sentiment, emphasizing liquidity, stability, and long-term perspective.

Jeffrey Fratarcangeli stresses clarity, discipline, and flexibility in retirement planning.

Jeffrey Fratarcangeli builds and keeps high-net-worth clients by combining deep personal connection, emotional intelligence, and long-term, legacy-focused financial planning.

For Jeffrey Fratarcangeli, guiding the next generation of financial professionals isn't a matter of routine but a fundamental responsibility.

Firm is the highest-ranked Michigan advisor team and second-ranked Advisor team in Florida by Forbes.

Firm is the highest-ranked Michigan advisor team and second-ranked Advisor team in Florida by Forbes.

Barron’s 28th-ranked advisor nationwide explains how he grew his assets under management to $3 billion from $400 million in just eight years.

Forbes Rankings: Top Wealth Advisors, Best-In-State Wealth Advisors

Fratarcangeli Second Highest Ranked Individual Practice in Michigan