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Jeffrey Fratarcangeli

Managing Principal, Financial Advisor

Jeffrey Fratarcangeli

Managing Principal
Financial Advisor

Jeff is the Managing Principal & Founder of Fratarcangeli Wealth Management, a leading wealth management firm affiliated with Wells Fargo Advisors Financial Network. Entering his 28th year as a financial advisor, Jeff feels he has built a top notch, high-performance team that reflects his commitment to the highest standards of client service. Jeff and his team strive to be positive outliers, delivering and attracting the best.

Having led his clients through multiple bear markets, Jeff’s knowledge and experience is critical
to guiding ultra-high net worth individuals and families. Fratarcangeli Wealth Management’s
shared goal is protecting client assets before and during times of market uncertainty, ensuring
that families retain and grow their wealth over time. With this goal in mind, Jeff and the team
are constantly monitoring the equity and fixed income markets, rebalancing portfolios as
needed, and developing goals-based investment plans for multi-generational wealth transfer.
Jeff is supported by a carefully curated team of dedicated relationship managers, account
managers and concierge staff who strive to deliver the highest standards of professionalism
while serving as clients like as their own private family office. Jeff’s commitment to his clients is
second to none.

Jeff’s clients are high net-worth families, family offices, top athletes, known entertainers,
successful business owners, corporate executives, celebrities, and retirees. Over the last three
decades, Jeff has been highly regarded by numerous publications and institutions in the
industry. Jeff affiliated with Wells Fargo in 2014 and has been named to their Premier Advisor
program each year from 2014 to 2022. In 2022, Jeff has been recognized as the #1 Best-In-State
Wealth Advisor in Michigan by Forbes and #32 on the list of America’s Top 250 Wealth Advisors
by Forbes. Also in 2022, Barron’s recognized Jeff at #20 on their Top 100 Independent Financial
Advisors list and #75 on their list of the Top 100 Financial Advisors.

Jeff is a graduate of Eastern Michigan University, where he earned a Bachelor’s in Business
Administration on a full ride athletic scholarship. As a four-year Division 1 soccer player, Jeff
was named to the Mid-American Conference All-Academic Honor Roll. Jeff also received
training for his Certified Financial Planner™ (CFP®) Certification from Oakland University. He
maintains his primary residency in Florida along with his residence in Michigan. He values his
Midwestern 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 like the Boys and Girls
Clubs nationally, including being a board member of The Sean Anderson Foundation, The
Mourning Family Foundation, and Broward Health Foundation. Jeff also donates to many
different charities, including The Boys & Girls Club, focusing on his passion for helping
underprivileged children.

CA Insurance License Number: 0E03553. Resident State FL.

 

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. The Forbes Best-In-State Wealth Advisors and Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithms are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and solely on the disclosed criteria.

 

The Barron’s Top 100 Financial Advisors and Top 100 Independent Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisor’s firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and solely on the disclosed criteria.