Nick D'Angelo

My name is Nick D'Angelo. I'm a 2021 graduate of John Carroll University where I earned my degree in Accounting with a strong focus on tax strategy and planning. I worked in public accounting after college, but I quickly realized I wanted to do more than just look back at the numbers—I wanted to help shape the outcomes. Transitioning into financial services gave me the chance to use tax strategy proactively, where the right decisions today can make a real difference in someone’s future. What drew me in was the challenge—and opportunity—of navigating the tax code to uncover real advantages. I’ve always seen taxes not just as an obligation, but as a strategic tool to preserve wealth and drive smarter outcomes.

At LakePointe Advisors, that mindset fits right in. This firm is built around helping clients keep more of what they’ve earned, and my tax-first perspective lets me dive into the details to identify savings others might overlook. I’m excited to bring a tax-focused mindset to every client conversation—digging into the details to uncover savings, reduce exposure, and align each strategy with the bigger picture. It’s about more than filing accurately—it’s about thinking ahead and using the tax code as a tool for advantage.

I was born and raised in Mentor, Ohio and now live in Eastlake. I will be married in October 2025. I enjoy all sports, expecially baseball and golf.