With four decades of experience in wealth management, Angel Tineo combines institutional rigor with deep personal service to help entrepreneurial families and professionals build, protect, and transfer wealth across generations.
Since 1985, Angel has guided business owners (especially in technology and specialty food), physicians expanding or transitioning their practices, real estate investors, and multi-generational families throughout the New York metropolitan area. His clients value his rare blend of Wall Street sophistication and Main Street authenticity.
Trained originally as an architect (B.Arch, Pratt Institute), Angel approaches every financial plan the way an architect designs a legacy building: a strong foundation first, thoughtful long-term structure, and beauty in the details that matter to the people who will live in it. He specializes in:
Diversifying concentrated stock positions and equity compensation
Succession planning and practice transitions for physicians and entrepreneurs
Tax-efficient wealth transfer and estate planning strategies (working closely with your CPA and attorney)
Balance-sheet optimization (assets and liabilities)
Access to residential, securities-based, and structured lending solutions
A hands-on advisor who truly listens, Angel is fluent in the language of business owners and speaks both English and Spanish with ease. He is particularly fulfilled walking alongside clients through life’s biggest transitions: retirement, loss of a spouse, divorce, career changes, or the sale of a business they poured their life into.
Credentials & Recognition
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter® (CLU®)
Certified Plan Fiduciary Advisor® (CPFA®)
More than 30 years in financial services, including 9 years serving ultra-high-net-worth clients at two of Europe’s largest private banks
Former Merrill Lynch advisor (2016–2025), now with Sanctuary Wealth partner firm Crescent Harbor Private Wealth
Outside the office, Angel is a lifelong student and former senior teacher of Aikido (Ushideshi and original member of New York Aikikai), where he spent over 30 years imparting discipline, presence, and calm under pressure, qualities he brings to every client relationship. He and his wife Anna (from Barcelona) split their free time between Manhattan, Spain’s most beautiful cities, and adventures with their Maltipoo, Chloe.
Contact 212-540-4114 30 Montgomery St, Suite 970 Jersey City, NJ 07302
Whether you’re preparing for a liquidity event, planning the next chapter after selling a practice, or simply want a thoughtful partner who will treat your wealth like it’s his own, Angel looks forward to starting the conversation.
Let’s build something that lasts.
