About You

VELA clients share a common understanding that life, business, and family are inextricably connected.

You are passionate, intelligent, and motivated to succeed in everything you do, and you believe you could move mountains every day – if only every day had 26-hours.

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.


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.


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.


VELA Wealth provides families with a single point of contact, simplifying the myriad of complexities associated with larger, more diversified family enterprises.