Headquarters Advisory Group exists to serve CPA firms and law firms in developing plans that help clients determine the direction of their financial strategy.  We help businesses and individuals create and implement a blueprint for achieving their wealth management goals.  By analyzing each client's specific needs, we are able to deliver plans that are individually tailored to the unique business models and personal objectives of each client.

 

Headquarters Advisory Group's team of professionals will work with your firm to understand your clients’ needs. With nearly a half century of experience collectively, our partners understand wealth management, and how to implement solutions in a tax optimized manner.

 

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Samuel J. (“Skip”) Angelo, ChFC, CLU, QPA

As the Managing Member of Headquarters Advisory Group, Skip Angelo has been providing financial services for select accounting firms and their clients for more than 30 years.   Skip specializes in providing expertise in the area of insurance, estate, retirement planning, education planning, portfolio evaluation and asset allocation, and retirement plans analysis.  Skip holds the Chartered Financial Consultant, Chartered Life Underwriter and Qualified Pension Administration designations.

Education: Seton Hall University, BS in Government

 

He has passed the FINRA Series 6, 7, 63 and 65 exams and holds his NJ Life, Variable and Health Insurance licenses.

 

 

John J. Crowe

John Crowe joined the financial services industry more than 25 years ago after serving in the US Navy.  He initially worked for two large financial firms in NYC before joining the independent sector as an accountant and financial adviser.  John has been providing financial services for select accounting firms and their clients for over 20 years and brings to Headquarters Advisory Group expertise in the areas of investment analysis, portfolio evaluation & design, estate, retirement, group pension plans, as well as education planning.

Education: The City University of New York (CUNY), BS in Accounting with a Minor in Economics

 

He has passed the FINRA Series 7, 63 and 65 exams and holds his NJ Life, Variable and Health Insurance licenses.

 

Michele I. Lee

Michele Lee has worked in investment advisory and capital markets for more than 20 years.  She began her career as an investment advisor with a New York Stock Exchange member firm in 1992.  She joined Headquarters Advisory Group in 2004 and has been providing financial services for select accounting firms and their clients.  She specializes in the areas of portfolio evaluation and analysis, investment and risk management, group pension plans and retirement, as well as education planning.

 

She has passed the FINRA Series 7, 63 and 66 exams and holds her NJ Life, Variable and Health Insurance licenses.

 

We currently have individuals licensed to offer securities in the states of AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, TN, VT, and WI.

In November, 2014, Headquarters Advisory Group lost one of its founding  partners, and trusted friend, Harold Sargent. Hal is remembered for his remarkable leadership, and for building the firm into the strong organization it is today. His commitment to his craft, and his devotion to his clients, made him an icon in the wealth management industry. Hal’s willingness to share his experience and wisdom with fellow advisors demonstrated his strong dedication to the wealth management profession. He understood the tremendous impact CPA wealth management firms could have on investor’s lives, and his dynamic energy and expertise touched all around him. With a mastery of financial knowledge, Hal was a business leader who didn’t hesitate when it came to introducing new and alternative ways to improve processes. With the support of his colleagues, he initiated many changes within the firm, and will long be regarded with respect and fondness.

 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC

Investment advisory services including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc.  All other financial planning services are offered through Headquarters Advisory Group, LLC.  Headquarters Advisory Group, LLC and 1st Global Capital Corp are unaffiliated entities.

Insurance services offered through 1st Global Insurance Services, Inc.

We currently have individuals licensed to offer securities in the states of AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, TN, VT, and WI.  This is not an offer to sell securities in any other state or jurisdiction.

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