Angelo Esposito, CFP®
Helping Families Align Wealth With What Matters Most
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Serving Clients Nationwide
Helping Families Align Wealth With What Matters Most
Areas of Focus
- Business Transitions
- Equity Compensation Options
- Estate Planning
- High Net Worth
- Insurance
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Angelo Esposito, CFP®
As an advisor, Angelo Esposito focuses on the distinct needs of high-net-worth individuals and their families, offering tailored investment advice, retirement planning, guidance for multi-generational wealth transfer, and solutions for concentrated stock positions. His goal is to help clients confidently navigate the complexity of their wealth, offering practical advice on how to maximize their unique opportunities and position themselves and their families for lasting success.Professional History & Education
Angelo is a graduate of Florida State University and spent 13 years working at Merrill Lynch in the Atlanta Buckhead office before joining Harbor View in 2019.
Personal Life
Angelo and his wife Jessica live in Ponte Vedra Beach, FL with their two sons, AV and Sebastian. Angelo is an avid cyclist, surfer and skier and loves taking his family on new adventures.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
6230 Avalon Boulevard, Alpharetta, GA 30009
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Harbor View Private Wealth
At Harbor View Private Wealth, we serve as your strategic partners through every phase of life. Helping you organize and optimize your financial world so you can focus on what matters most. Whether your goals include traveling the world, building a business, or creating a legacy that endures for generations, our mission is to give you the clarity and confidence to make them a reality.As an independent wealth management firm, we combine the personalized attention of a boutique practice with the strength of institutional resources. This independence allows us to deliver truly objective advice and tailored strategies designed around your unique goals.
Our team serves as your private wealth office; a team of fiduciaries and experts coordinating each detail, anticipating what’s next, and ensuring that your wealth works in harmony with your life. From strategic planning to thoughtful execution, we help you live confidently today while shaping the legacy you’ll leave for generations to come.
Who We Serve
At Harbor View Private Wealth, we work with a select group of accomplished executives, entrepreneurs, and families who value the clarity and freedom that come from entrusting their financial lives to seasoned professionals.
Our clients are visionaries in their own right—leaders in business and in life—who recognize that wealth is about more than accumulation; it’s about purpose and peace of mind. We serve those who want a trusted team to oversee the details, anticipate what’s ahead, and coordinate every part of their financial lives—so they can focus on what matters to them most.
Our role is to bring structure to complexity, insight to decision-making, and continuity to the stewardship of their family’s legacy.
Our Process
We developed a structured, proven process designed to bring clarity and confidence to every stage of your journey. Our Harbor View Compass outlines the steps we take together — from the first conversation through planning, execution, and ongoing reviews — so you always know what to expect and how we'll continue to deliver value as your goals and circumstances evolve.
Why Work With Us
By partnering with industry-leading firms like Goldman Sachs Custody Solutions and Elevation Point, we're able to bring clients innovative tools, services, and technology, broadening the options available while freeing us to focus on what matters most: delivering tailored, high-touch service. Independence also allows us to coordinate directly with estate attorneys, CPAs, and other specialized professionals so clients' complex financial needs are addressed as a whole.
Harbor View Private Wealth ('Harbor View') is a trade name of Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser. Harbor View is not separately registered with the SEC, and investment advisory services are offered exclusively through Elevation Point Wealth Partners, LLC.
Education
Florida State University, B.S., Business
Hobbies and Interests
- Cycling
- Family
- Skiing
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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