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VELA Wealth is a life and estate planning firm guiding successful entrepreneurs and their families. We craft innovative solutions driven by your vision of life success for your family, community and legacy.

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Harness Investment Management is a technology-driven investment counsel firm focused on partnering strategically with professional planning and accounting firms to offer full discretionary investment management to its clients. By working together, Harness and its partners will be able to better serve families, corporations and trusts in enhancing their overall financial well-being. We are thrilled to...
17.12.19
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May 21, 2020

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