Velerity Wealth, LLC is an independent Registered Investment Advisor offering services on a fiduciary basis. We provide financial solutions customized for your specific requirements and goals and in your financial best interest. Velerity Wealth, LLC does not sell any products nor earn commissions. We are fully aligned with your financial success.

Working to Build, Manage & Protect your Wealth.

Integrated Expertise across:

  • Investment Management

  • Financial Planning

  • Tax Planning

  • Wealth Protection and Wealth Transfer

  • Business Planning

Contact Us:

hello@veleritywealth.com
(703) 383-4330

Be confident that your financial matters are well managed.

We are Differentiated.

Risk Management

We provide integrated financial solutions and tax expertise to optimize wealth accumulation, investment management and risk mitigation leading to enhanced wealth preservation and efficient generational transfer.

Investment Expertise

We bring nearly three decades of direct experience at global financial institutions with extensive knowledge of public debt and equity markets along with deep understanding of alternatives, including real assets, private equity, and credit products.

Financial Planning

We provide customized and holistic financial planning services with in-house capability to tackle highly complex situations of high-net-worth individuals, family offices and business owners.

Tax Expertise

We bring nearly two decades of direct experience from Big Four accounting firms and more than a decade in private practice focused on solving complex tax challenges relating to individuals, family offices and businesses.

“Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor.”

– Robert J. Shiller

Get in Touch

Contact us to schedule an initial session and discuss your financial goals. Learn about our approach to financial security and ask any questions you may have.