VELA Wealth

VELA Wealth guides successful entrepreneurs and their families in making meaningful decisions at the intersection of their life and their wealth. VELA Wealth is committed to empowering those they advise with a clear plan for the impact of their wealth both now and for generations to come. Embracing the entrepreneurial spirit, VELA Wealth subscribes to the idea that the path of life is not a straight line, it is a unique series of detours. As a team, we adapt to changes within an ever-evolving marketplace, breaking from tradition, bringing fresh perspectives, and continuing to adopt new technologies and innovations to stay ahead of the curve. Having the ongoing privilege of serving successful enterprising individuals and families, we have the experience and expertise to understand your unique set of circumstances and deliver the solutions that matter most to you and your family. Our clients trust us to be their 'quarterback'.