We understand what makes you successful and what makes you unique. While we can’t move mountains or turn back the clock, we can help you recapture more of your day to focus on you, your family, your business, your next big thing, or maybe nothing at all…
How? Let us do what we do best to secure your legacy, so you have the confidence to reach for the stars.
Our clients include business owners, professionals, and affluent families — each with their own unique challenges, priorities, needs, and opportunities. The VELA team has the experience and specialized expertise to provide you with the best possible direction and planning, seamless integration and coordination, and flawless execution.
BUSINESS OWNERS
We provide business owners with a single point of contact where all financial services can be planned, assembled, managed, and reported, providing you with a trustworthy single source of direction, execution, and accountability.
PROFESSIONALS
We work with professionals from single practitioners to larger firms, clinics and specialized care facilities. We understand the unique challenges and opportunities experienced by each of these professions and the importance of specialized expertise and experience.
AFFLUENT FAMILIES
VELA Wealth provides families with a single point of contact, simplifying the myriad of complexities associated with larger, more diversified family enterprises.
VELA Wealth gave us a different perspective than we were used to. It started with a great plan and a great team to work with. It was an eye opener for us to know where we were going and how we are doing along the way. We have been very pleased with our VELA experience.
VELA Wealth takes a holistic approach to the planning process that details the destination and provides clear benchmarks. It’s very rewarding to work towards and achieve these benchmarks over time. VELA is a team of outstanding individuals working together to ensure we achieve our financial and life goals.
There is real peace of mind that comes from doing things right. VELA helped us roadmap right through to retirement and beyond. Knowing what the path is while having the flexibility to correct, no matter what life throws at us along the way, is very powerful. We are very confident that we are well looked after.
VELA Wealth has provided my family with confidence—confidence to see the path ahead of us and know that we are on the right track. VELA Wealth’s team has been essential in helping us set our life goals and develop a long-term financial plan that supports our priorities in life. This confidence has given us the freedom to focus on family, career and enjoying life.
