What Drives Us at Integrated Planning Group

At Integrated Planning Group, we believe every person has a Cause—something deeply personal that fuels their purpose, shapes their decisions, and guides the legacy they are building. Our integrated planning philosophy is rooted in helping clients align their financial lives with the causes that matter most to them, so their wealth becomes a tool for impact, purpose, and long-term fulfillment. 

But this belief isn’t theoretical. It’s lived every day within our own team.

A Cause That Became a Calling: William P. D’Angelo

For William, co-founder and Managing Partner of Integrated Planning Group, the idea of a Cause is not abstract—it is the foundation of his life’s mission.

Following the loss of his son, Nicholas, William transformed unimaginable personal grief into a force for good. He founded the Nicholas Vincent D’Angelo Memorial Foundation, a 501(c)(3) dedicated to improving children’s health, wellness, and education. The foundation supports neonatal research and advocacy initiatives that empower families nationwide, creating the kind of legacy every parent hopes to leave for their child. This work, born from love and loss, fuels everything William does—as a father, an advisor, and a community advocate.

“Empowering even one parent or child to achieve better health, wellness, or education drives me. It guides my business decisions, centers the charitable work we do at IPG, and is simply part of who I am. Advocacy and impact aren’t extracurricular—they’re a natural extension of my time, my values, and my purpose.“ – William D’Angelo

William’s passion for community extends further through his service on the Richmond University Medical Center (RUMC) Foundation Board of Directors, the hospital where all three of his children were born. He has also served on the board for Team 94, celebrating the achievements of individuals with autism, and as Treasurer for the March of Dimes Staten Island Chapter, advocating for infant and maternal health.

These causes are not separate from his work—they are embedded in the culture and impact of Integrated Planning Group.

A Partner Who Shares the Mission: James C. Muro, CFP®

William’s longtime partner and friend, James C. Muro, CFP®, also embodies the core values of advocacy, service, and community leadership.
With over 25 years of experience in the financial services industry, a Master’s in Financial Services, and a distinguished career guiding clients through complex financial decisions, James brings unmatched depth and care to every relationship. A devoted husband, father, and volunteer youth sports coach, James enriches his community the same way he serves his clients—with humility, excellence, and unwavering dedication.
 
At IPG, James is known as the “guiding light” for the next generation of advisors—a consummate professional whose standard of care elevates the entire firm.

Why Causes Matter in Financial Planning

When clients articulate their Cause—be it:
 
  • improving their community,
  • elevating their family’s legacy,
  • protecting future generations,
  • empowering others through education or advocacy,
  • or supporting health and wellness initiatives—it transforms planning from numbers on a page to a roadmap for lifelong impact.
At Integrated Planning Group, we help clients define, structure, and support their Cause through:
 
  • coordinated investment strategies
  • estate and legacy planning strategies
  • charitable giving structures
  • risk and benefit design
  • business succession planning
  • and values-aligned financial decision-making
 
Our work is not only about growing wealth—it’s about giving purpose to that growth.

Our Shared Commitment

Our team’s personal stories—rooted in family, service, loss, resilience, and hope—are the foundation of our mission-driven culture. We don’t just talk about Causes. We live them. And we help our clients build legacies that reflect what matters most to them.
 

Your Cause deserves a plan.

We are here to help you build it with intention, clarity, and impact.

The IPG Client Charter: Our Five Non-Negotiables
This Charter is our formal commitment to you. It defines how we work, how we communicate, and why we are different.

The "On-Field Neutrality" Guarantee


For our athletes, your value to this firm is never defined by a box score, a batting average, or a contract size. We provide the same elite level of responsiveness and strategic rigor whether you are in a slump, on the IL, or winning an MVP. Your career is what you do; your legacy is who you are. We protect the latter with 24/7 accessibility.

The Extension of Family Model


We do not have "accounts"; we have relationships. We operate as a private family office where you are never a number in a queue. We strive to become an extension of your family, showing up for the milestones that matter and providing a steady hand during the challenges that arise. If it matters to your family, it is a priority for ours.

Cause-Driven Architecture


Wealth without purpose is merely a balance sheet. We specialize in "Cause-Driven Planning"—identifying the social, philanthropic, or personal missions that drive you. From supporting the special needs community to funding local initiatives, we ensure your financial structure is a direct reflection of your heart.

Radical Responsiveness


In a world of automated "wealth tech," we remain human-centric. Being reachable and reliable is our baseline. Whether it’s a quick question about a draft pick’s signing bonus or a complex multi-generational estate issue, we pride ourselves on a "First-Call" culture. When you need us, we are there.

Visionary Research & Generational Wealth


We don’t settle for the status quo. Our investment philosophy is rooted in deep, visionary research designed to create wealth that outlives its creators. We plan for your children’s children, utilizing sophisticated techniques to ensure that the wealth you build today becomes the foundation for your family’s future for a century to come.

The "On-Field Neutrality" Guarantee


For our athletes, your value to this firm is never defined by a box score, a batting average, or a contract size. We provide the same elite level of responsiveness and strategic rigor whether you are in a slump, on the IL, or winning an MVP. Your career is what you do; your legacy is who you are. We protect the latter with 24/7 accessibility.

The Extension of Family Model


We do not have "accounts"; we have relationships. We operate as a private family office where you are never a number in a queue. We strive to become an extension of your family, showing up for the milestones that matter and providing a steady hand during the challenges that arise. If it matters to your family, it is a priority for ours.

Cause-Driven Architecture


Wealth without purpose is merely a balance sheet. We specialize in "Cause-Driven Planning"—identifying the social, philanthropic, or personal missions that drive you. From supporting the special needs community to funding local initiatives, we ensure your financial structure is a direct reflection of your heart.

Radical Responsiveness


In a world of automated "wealth tech," we remain human-centric. Being reachable and reliable is our baseline. Whether it’s a quick question about a draft pick’s signing bonus or a complex multi-generational estate issue, we pride ourselves on a "First-Call" culture. When you need us, we are there.

Visionary Research & Generational Wealth


We don’t settle for the status quo. Our investment philosophy is rooted in deep, visionary research designed to create wealth that outlives its creators. We plan for your children’s children, utilizing sophisticated techniques to ensure that the wealth you build today becomes the foundation for your family’s future for a century to come.

The "On-Field Neutrality" Guarantee


For our athletes, your value to this firm is never defined by a box score, a batting average, or a contract size. We provide the same elite level of responsiveness and strategic rigor whether you are in a slump, on the IL, or winning an MVP. Your career is what you do; your legacy is who you are. We protect the latter with 24/7 accessibility.

The Extension of Family Model


We do not have "accounts"; we have relationships. We operate as a private family office where you are never a number in a queue. We strive to become an extension of your family, showing up for the milestones that matter and providing a steady hand during the challenges that arise. If it matters to your family, it is a priority for ours.

Cause-Driven Architecture


Wealth without purpose is merely a balance sheet. We specialize in "Cause-Driven Planning"—identifying the social, philanthropic, or personal missions that drive you. From supporting the special needs community to funding local initiatives, we ensure your financial structure is a direct reflection of your heart.

Radical Responsiveness


In a world of automated "wealth tech," we remain human-centric. Being reachable and reliable is our baseline. Whether it’s a quick question about a draft pick’s signing bonus or a complex multi-generational estate issue, we pride ourselves on a "First-Call" culture. When you need us, we are there.

Visionary Research & Generational Wealth


We don’t settle for the status quo. Our investment philosophy is rooted in deep, visionary research designed to create wealth that outlives its creators. We plan for your children’s children, utilizing sophisticated techniques to ensure that the wealth you build today becomes the foundation for your family’s future for a century to come.

Our Shared Commitment

Our team’s personal stories—rooted in family, service, loss, resilience, and hope—are the foundation of our mission-driven culture. We don’t just talk about Causes. We live them. And we help our clients build legacies that reflect what matters most to them.
 

Your Cause deserves a plan.

We are here to help you build it with intention, clarity, and impact.