Commitment. Integrity. Expertise
We formed Velerity Wealth with the purpose of creating a wealth advisory firm that is fully aligned to serve your financial interests and has the in-house expertise to comprehensively advise you across investment management, financial planning, tax planning, risk management and asset protection. We assembled a highly skilled team experienced in each discipline required to provide you customized advice across the full spectrum of your financial needs and goals.
We serve a variety of clients ranging from entrepreneurs, professionals, high net worth individuals, family offices, and businesses. We are particularly well suited to addressing situations of high complexity where planning and strategy are instrumental to optimize outcomes. Our breadth of experience allows us to adeptly advise on both traditional and non-traditional asset classes.
As a client of Velerity Wealth, you receive personalized, integrated and comprehensive wealth management services that serve to simplify your engagement in managing financial matters and free up your time for other activities important in your life.