"It’s Not What You Make,
It’s What You KEEP That Counts"
About Us
Change Your Relationship With Money
Jerry Iacangelo is the Founder and President of Iacangelo Financial Group, where he helps families and retirees take a more strategic approach to building, protecting, and preserving their wealth. Guided by his belief that it’s not what you make, but what you keep that counts, Jerry focuses on creating comprehensive financial plans centered on retirement income, tax efficiency, and risk management.
He is also the author of College Money Traps To Avoid!, where he exposes how families often overpay for college and outlines strategies to make smarter, more cost-effective decisions. As a college funding specialist, Jerry helps clients avoid common financial aid mistakes, reduce unnecessary expenses, and align education planning with their long-term financial goals.
Through his proprietary College Planning Success Road Map, Jerry provides a clear, proven process to help families minimize college costs while staying on track for a secure retirement.
His mission is to inspire clients to take a proactive approach to true wealth management through personalized guidance, unbiased advice, and a level of service that goes far beyond the traditional financial experience.
Contact me to find
your way to a happier financial future
170 Commerce Way, Suite 200, Portsmouth, NH 03801
(732) 383-8983