Sal D’Angelo
I am the founder and President of LakePointe Advisors LLC, a financial and retirement planning firm based in Mentor, Ohio. My path to the financial services industry began after a successful career with a Fortune 500 company and a division of another. Although I enjoyed success, I didn’t feel that I was building anything or making a difference in anyone’s life, including my own. With a young family though, I wasn’t sure how far I wanted to venture out of my comfort zone and into an entirely different industry and way of life.
I was always intrigued by the stock market and investing. I was also an active participant in my former employer’s retirement plans. When it came time to make a career change, the financial services industry seemed like a natural transition. So, in 1997, after a great deal of thought and consideration, I began my career as a financial professional with A.G. Edwards & Sons in Mentor, Ohio. As an entrepreneur at heart, I’ve always been driven by a passion to build my own business. In 2014, I founded LakePointe Advisors LLC as an independent financial advisory firm.
My services are built around a wide-ranging suite of planning specialties: financial, retirement, tax, estate, and business succession and/or exit, and of course, investment management. My clients include business owners, corporate executives, and healthcare professionals. I work best with those who are willing to collaborate and delegate important decisions to a financial professional they trust. My process is not ideal for those who simply want someone to validate their own decisions.
Trust is the foundation of any long-term relationship. In a world where connections are made and broken with a single click, trust stands as the cornerstone of building enduring relationships. Although trust takes time to develop, it can be shattered in an instant. I value every trusting relationship and work hard every day to maintain and deepen the trust of my clients.
I am a graduate of Lake Catholic High School and John Carroll University where I earned a BSBA in Marketing and was a two-time Division III All-American wrestler. I was inducted into the John Carroll University Athletic Hall of Fame in 2002. My family and I live in Mentor. I enjoy all sports, especially football and golf.
Salvatore D’Angelo is solely an investment advisor representative of Fourth Dimension Wealth, LLC and not affiliated with LPL Financial.