FRATARCANGELI 
WEALTH MANAGEMENT

CONNECT

Address:

300 Park Street, Suite 265
Birmingham, MI 48009

Phone:

248-385-5050 or 866-732-2655

Fax/Other:

248-885-8505

Jeffrey M. Fratarcangeli

Jeffrey M. Fratarcangeli

Managing Principal- Investments, Financial Advisor


Jeffrey is the Managing Principal of his own wealth advisory firm associated with Wells Fargo Advisors Financial Network. He is entering his 24th year as a financial advisor. He was named to Barron's Top 1,200 Financial Advisors in 2013, 2014, 2016, and most recently 2017.* Jeffrey was nominated four years in a row to On Wall Street's "Top 40 Under 40" financial advisors and Crain's Detroit Business's "Crain's 40 Under 40". Jeffrey was also selected a Top 400 ranked Financial Adviser by Financial Times in 2017.**

Jeffrey's clients are: high net-worth families, family offices, athletes, entertainers, business owners, corporate executives, celebrities, and retirees. He also works with publicly traded small to large size companies. Jeffrey's team works with government agencies, employee benefit plans, ERISA qualified plans, endowments, foundations, and other institutional entities. He designs sophisticated wealth management plans and detailed financial strategies for his clients; taking into account their investment needs, ability, or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Jeffrey speaks across the country to business owners and executives on various topics of interest. On many occasions, Jeffrey has also spoken to other groups of various sizes.

While enrolled in a four year fully-funded soccer scholarship at Eastern Michigan University where Jeffrey was on the Mid-American Conference All-Academic Honor Roll, he received a Bachelor of Science in Business administration; majoring in finance and minoring in accounting and economics. Jeffrey also received training for his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from Oakland University.

Jeffrey has a national practice with offices in South Florida (Fort Lauderdale), Michigan (Birmingham), and New York (Manhattan) with dual residency in Florida and New York. He values his mid-western roots, while still appreciating the advantages of being close to the pulse of financial centers around the world. Jeff has three children; Louis, Marcelo and Alessandro with his wife Nicole. He enjoys competitive sports and is involved with many charities, including being a board member of The Sean Anderson Foundation and The Mourning Family Foundation. Jeffrey also works with The Boys & Girls Club which allows him to focus on his passion for helping under-privileged children.

*Barron's Top 1,200 Advisors [Prior to 2014 the Barron's Top 1,200 was recognized as the Barron's Top 1,000 Advisors] – The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention

**Financial Times Top 400 Advisers – Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit

Phone 248-385-5055
Fax 248-885-8505
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals