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Curated thoughts and relevant ideas.

07.25.16

The Value of Financial Advice

The value or ‘alpha’ a financial planner provides to their clients is a challenging metric to measure and goes far beyond investment returns .  Financial advice should be unique to every client’s personal situation and goals and the timing, nature and outcomes of advice may be monetary or non-monetary.  Given these quantitative and qualitative aspects…

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07.05.16

Welcome our newest Senior Advisor, Rob Wallis

  We’re proud to announce VELA Wealth has recently brought Rob Wallis across the pond to join the team as our newest Senior Advisor. With a personal goal to achieve meaningful, long-standing relationships, Rob takes the time to create an environment of trust, comfort and confidence. A methodical and analytical thinker, Rob compassionately navigates clients through…

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04.13.16

Gravity 2016

It was just two weeks ago when we hosted Gravity 2016, and we are still buzzing. The Back Story As we came to the conclusion of our brand revitalization and website refresh, it was suggested that VELA host a launch event of some sort. Personally, this didn’t resonate with me. Our brand speaks to the entrepreneurial…

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03.15.16

Charitable Giving and the Business Owner: Phase Two

We previously introduced you to the Anderson’s, a successful business family with aspirations to create a meaningful legacy. As part of their tax and estate planning, we incorporated charitable giving and life insurance to both achieve these aspirations and help offset the taxes they would owe in their estate.

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02.15.16

Charitable Giving and the Business Owner

Most of us become entrepreneurs to bring a vision and a passion to life. This allows for many things such as freedom, flexibility, enjoyment and success. Unfortunately, one of the costs of success is that little three-letter word that we are all too familiar with, TAX. I was recently having a conversation with John Anderson,…

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01.15.16

Welcome to VELA Wealth!

Welcome! After tweaking and re-tweaking, the newest iteration of the VELA Wealth website is finally here! If you’ve found your way to here, it’s likely you know a little about our team and what we do. On our blog you’ll find a collection of curated thoughts and ideas in relation to wealth management, the entrepreneurial…

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