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More financial advisors are moving to a practice focused on fees not only because of the erosion of commissions on financial products that’s squeezing profit margins, but by an increasing demand from investors seeking advice on increasingly complex portfolios and do-it-yourselfers who want a second opinion. A recent study from Boston-based asset and distribution analytics...
06.05.19
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Vela presents
PURCHASE YOUR TICKETS TO GRAVITY 2019
Unlock your business ecosystem and be an entrepreneur with impact.
June 12, 2019
Terminal City Club
6:00pm
featured speaker
High Performance Coach and Cornerman
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.”