GET TO KNOW ANGELA
Wealth with Intention. Legacy by Design
I don’t separate you from your money-I help you align it with your purpose. With a no-fee, no-minimum approach, I guide you in understanding how money works, how your money works for you, and how to build a structure that supports your life today and for generations to come. From advanced strategies to personalized opportunities, I make sure your wealth serves your values… not the other way around.
Angela garfield
Strategic Wealth Architect & Steward of Private Capital
No Fees. No Minimums. Just Results
My approach is unlike anything you’ve experienced. You don’t pay me directly—my model isn’t built on fees or minimums. It’s built on alignment, education, and execution.
First, I teach you how money works. Then, I teach you how your money works. Whether you receive a lump sum, staggered payouts, or lifelong income streams, I help you structure a system to maximize enjoyment, minimize taxes, and build wealth that endures for generations.
Taxes and spending are the biggest threats to your money, no matter your income or net worth. That’s why I collaborate with a curated team of tax, business, and entity experts to ensure your money stays productive, accessible, and protected.
I don’t believe in locking your money away in products you can’t touch. I believe in strategy over restriction. My clients say I go beyond Wall Street by helping them make purposeful financial choices aligned with their values and vision.
As a trusted steward for single-family offices, I have access to private deals not available in public markets. I lead rigorous deal vetting, elevated packaging, and capital deployment with a focus on long-term wealth growth. This includes curating co-investment opportunities, facilitating peer partnerships, and driving sustainable expansion.
Angela’s Mission & Purpose
Mission: To help clients grow and protect their wealth through strategies that maximize liquidity, reduce taxes, and create long-term financial independence.
Purpose: To align money with meaning, ensuring every financial decision is guided by control, protection, and opportunity.
Wealth Is Created With Leverage & Arbitrage
Explore your opportunities with Angela
Join a personalized discovery call with Angela Garfield, a seasoned entrepreneur and financial strategist. Whether you're aiming to enhance financial decisions or expand your business, this session is tailored to identify your goals and chart a path forward. This call is designed to provide a strategy that aligns with your ambitions. Whether aiming to protect and grow wealth or explore private market options, Angela will guide you in creating a structure where your assets work harder for you. Schedule your discovery call today to start making informed strides toward financial freedom and business success.
Private Opportunities For Cash Flow and Growth
Wealth Elevated Club, led by Brandi Jo Newman, is an exclusive network for high‑income professionals and serious investors seeking to grow and protect their wealth beyond traditional markets. Members gain insider access to private debt, real estate, and tax‑efficient investment opportunities designed to generate income and create lasting generational wealth.
Membership is by application only to ensure access remains exclusive and aligned with committed, like‑minded investors.
Guaranteed Income Strategies
Angela Garfield helps high‑income professionals access tax‑efficient strategies that create substantial passive tax-free income and generational wealth without disrupting cash flow.
This approach uses strategic leverage to accelerate wealth creation, protect assets, and generate lifelong, tax‑free income all while keeping your money working in multiple places at once.
Tax-Mitigating Investment Solutions
We don't just follow the tax code we make it work for you. We specialize in helping business owners and high net worth individuals unlock meaningful tax savings, increase cash flow, and build lasting wealth. Through smart structuring, proactive planning, and deep expertise we turn complexity into clarity and transform the tax code into a powerful tool for your financial future.
Gold Savings Plan
A sound financial portfolio includes participation in all markets. The most prudent choice you can make is buying gold and silver for all market cycles and the threat of the inevitable.
Estate Planning
We help clients create detailed plans to manage their estates. Our services cover wills, trusts, and powers of attorney, ensuring every aspect of estate management is handled effectively.
Strategic Capital
This strategy allows you to store personal and business capital with maximum liquidity, access, and control. Your cash grows safely, earns economic value over time, and remains ready to deploy into investments or opportunities. It’s a disciplined way to preserve wealth, increase optionality, and keep your capital working without sacrificing flexibility.
Disability Coverage for High Income Earners
We offer specialized disability coverage tailored for high-income earners. Our plans provide comprehensive protection to ensure financial stability if you are unable to work due to a disability.
Executive Bonus Plans
We design tailored executive bonus plans to align incentives with your company's goals. Our approach focuses on maximizing performance, attracting talent, and rewarding success effectively.
Kaizen Premium Finance
Your retirement success depends on how much you save-not just your rate of return. By leveraging a uniquely designed, cash-accumulating life insurance policy, you can access additional funds for accelerated growth potential, all while avoiding the risks of market downturns. This strategy not only protects you and your family but also secures the loan, offering the potential to increase your retirement savings significantly, without the typical risks associated with leverage.
Mortgage Payoff Strategy
Eliminate years of mortgage payments with a smarter payoff plan.
Watch Traci Bell’s free 5-part video series to learn how First Lien HELOCs can save you thousands in interest — then book your personalized consultation.
Rooted in Purpose. Built for Your Future.
Your money should reflect your values, fuel your freedom, and last for generations. I help you design a financial life that’s aligned, efficient, and completely your own with strategies that protect today and build tomorrow.
Radical Integrity
Every strategy, every decision, every dollar guided by truth, transparency, and what’s in your best interest. No fluff. Just facts and structure.
Client-First, Always
This isn’t about selling you something. It’s about designing a system around your life, goals, values, and purpose not some industry formula.
Strategic Innovation
You won’t find cookie-cutter plans here. We use modern structures, advanced strategies, and private market access to build what Wall Street can’t.
Relentless Excellence
Good enough isn’t good enough. Whether it’s a financial model, an investment review, or a multi-generational legacy plan everything I do is built to perform and built to last.
True Collaboration
I bring the team. You bring the vision. Together, we build clarity, control, and confidence. You’ll never wonder who’s on your side you’ll feel it every step of the way.
Empowerment Through Education
Before we make a move, we make sure you understand it. I teach you how money works and how your money can work for you. Because informed people make powerful decisions.
GET TO KNOW ANGELA
Angela helps individuals and businesses build clarity, confidence, and control over their financial future. Her work centers on empowering clients to make strategic, value-driven decisions that align money with purpose.
With a thoughtful, education-first approach, Angela simplifies complex ideas and transforms them into actionable strategies for lasting success. She believes true wealth is not just about accumulation—it’s about intention, balance, and long-term impact.
Optimize Your Financial Future
Partner with Angela Garfield if you’re ready to take control of your financial strategy, reduce taxes, and create meaningful, lasting wealth. Many of Angela’s clients were already successful but felt constrained—by high taxes, limited growth, or a lack of direction toward true financial independence. Through a proven, results-driven process, Angela helps clients achieve exceptional returns while maintaining liquidity and minimizing tax impact. No empty promises. No Wall Street noise. Just smart, intentional strategy designed around your goals. This is a private, one-on-one strategy session with Angela Garfield, a seasoned financial professional with years of experience helping clients achieve clarity, balance, and results that last.
Secure Your Financial Future with Angela Garfield. Angela provides advanced financial planning and strategic guidance tailored to your unique goals. Her approach focuses on sustainable growth, long-term security, and true peace of mind. Empower your financial journey today with personalized, professional insight designed to help you thrive—now and for the future.
Tailored Life Insurance Solutions for Your Needs
Plan Ahead with the Right Coverage
Ensure the financial security of your loved ones by selecting a life insurance plan that fits seamlessly with your distinct lifestyle needs. Contact Angela Garfield today to explore a variety of options available to you.