“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.”