Phone: 732-243-9538 or 718-517- 9312
Mobile: 718-710-0783
Fax: 347-417-8329
Email: wdangelo@nlgroupmail.com

William P. D’Angelo is the co-founder and managing partner of Integrated Planning Group, a pioneering financial planning firm he established with his longtime friend and mentor, James Muro. Over the years, James and William have cultivated much more than a business partnership; they have built a deep and enduring bond. William credits James as the trailblazer of their financial planning practice, profoundly shaping their firm's ethos and success.

"James is more than my business partner; he's the older brother I never had," says William. "James showed us all how to be the best versions of ourselves as advisors. His attention to detail and focus on client service and support is unparalleled. James truly embodies the word 'fiduciary.' He’s the guiding light for all the young advisors on our team, and as far as I’m concerned, he’s the best in the business."

This partnership has set the foundation for Integrated Planning Group’s reputation as a trusted leader in holistic financial strategies, creating lasting impacts for clients nationwide.

William is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offer securities in New Jersey and is insurance licensed in New Jersey.

William P. D’Angelo: Visionary Leader in Financial Services and Community Advocacy

William P. D’Angelo has been an influential figure in the financial services industry since 2008, combining expertise with a client-centric approach to redefine financial planning and wealth management. A proud graduate of Rutgers University with a Bachelor’s in Economics and History, William holds the prestigious designation of Life Underwriter Training Council Fellow.

With a focus on Investment Management Strategies, Estate Planning, Retirement Solutions, Benefit Design for Business Owners, and Business Succession Planning, William empowers his clients by bridging their qualitative aspirations with data-driven, quantitative solutions. His innovative approach integrates workplace benefits with personal savings, delivering a holistic financial strategy tailored to meet each client's unique needs. Leveraging cutting-edge technology, he transforms the often-overwhelming financial landscape into a clear and actionable path for success.

William is comprehensively licensed across multiple states, holding Life and Health Insurance credentials in NY, NJ, FL, and NC, as well as Securities and Property and Casualty licenses in NY, NJ, FL, CA, TX, and NC. He serves as a Registered Representative and Investment Adviser Representative with Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. This affiliation reinforces his ability to provide world-class financial solutions through Equity Services, Inc., a FINRA/SIPC member.

A Passion for Investment Research and Securities Selection

William P. D’Angelo’s passion for deep investment research and securities selection has been a cornerstone of his career. As the Chief Investment Officer of Integrated Planning Group since its inception, William has played an instrumental role in shaping the firm’s investment strategies and overall success. He is deeply committed to uncovering opportunities through thorough and disciplined research, ensuring that clients benefit from innovative, forward-thinking solutions.

Under William’s leadership, Integrated Planning Group has earned a reputation as a trailblazer in identifying and capitalizing on emerging market trends. The firm has been an early investor in some of the technology sector's most prominent companies, leveraging William's ability to spot potential and make informed decisions before the mainstream. His dedication to understanding market dynamics and analyzing intricate details allows Integrated Planning Group to deliver significant value to clients and maintain a competitive edge in the financial planning industry.

William takes immense pride in this role, viewing his research and decision-making as integral components of the firm’s long-term vision. His approach exemplifies his commitment to excellence and the belief that diligent research can transform potential into performance, further solidifying Integrated Planning Group's position as a leader in the financial services industry.

Champion for Community, Family, and Sports

Beyond his professional accomplishments, William is a devoted husband and father. Residing in Bridgewater, NJ, with his wife Kristina and their three children—William, Antonio, and Nicolette—he balances family life with a strong commitment to community involvement.

As an avid sports enthusiast, William’s love for athletics transcends into his personal life. A passionate golfer and member of the Esquire Men’s Golf Club, he thrives on the camaraderie and discipline the sport brings. But his connection to sports doesn’t stop there—William is also a dedicated youth coach, proudly guiding his son Antonio in travel baseball and football. Whether on the field or in the dugout, William’s approach to coaching is driven by his desire to instill teamwork, discipline, and confidence in young athletes. He cherishes the time spent fostering Antonio’s growth as both a player and a person, while creating memories that will last a lifetime.

Inspired by Personal Advocacy

Inspired by personal loss, William channels his passion for advocacy and philanthropy through the Nicholas Vincent D’Angelo Memorial Foundation, a 501(c)(3) charity he founded in honor of his late son. Dedicated to improving children’s health, wellness, and education, the foundation supports neonatal research and advocacy initiatives, empowering families nationwide.

William’s leadership in this space extends to the Richmond University Medical Center (RUMC) Foundation, where he serves on the board of directors. His three children were born at RUMC, deepening his commitment to promoting the exceptional care provided by the institution. 

A Legacy of Service and Impact

William’s philanthropic reach includes his tenure on the Board of Directors for Team 94, a nonprofit celebrating the remarkable achievements of individuals with ASD. He also contributed as Treasurer for the Staten Island Chapter of the March of Dimes, advocating for positive change and strengthening communities at every level.

William’s driving mantra is clear: “Empowering even one parent or child to achieve better health, wellness, or education drives me personally, guides my business decisions, and defines the charitable work we do at IPG.”

Through his professional endeavors, philanthropic leadership, and passion for sports and coaching, William P. D’Angelo exemplifies a rare combination of expertise, compassion, and vision. His enduring commitment to helping others—whether through financial guidance, community advocacy, or mentoring on the field—continues to leave an indelible impact on countless lives.