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“At VELA Wealth we believe we can all be catalysts for transforming the world and that thought leadership becomes stronger through collaboration. The entrepreneurial spirit exhibited by Lotte Davis in creating the One Girl Can organization, and the educational foundation it is fostering for young women, aligns with our core belief in Family, Community, and Legacy,” says Jason Boudreau, VELA Wealth.
06.10.20
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Vela presents
Unlock your business ecosystem and be an entrepreneur with impact.
May 21, 2020
What our clients say
“VELA provides new options to plan for future generations. They gave us a good conceptual breakdown of the financial facts.”
“I received clear and patient explanations and personalized advice without judgment.”
“I appreciate the time given to explain, in detail, all of the questions I have.”
“The relationship goes beyond the transactions which helps in building trust. I value the ongoing education, Jay’s a good teacher.”
“The process was made easy, far from daunting. I appreciate the step-by-step, incremental approach.”
