An increasing number have been developed to help individuals with their personal finances. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Services
Velocity Wealth Management, LLC was founded upon the realization that traditional financial planning is flawed and thus is no longer working for the majority of Americans. We take great pride in our uncommon approach that allows our clients the ability to enjoy life today while having the flexibility to realize profits from investments, real estate, and business opportunities.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand the desires and long-term goals of our client. We will help our client develop, implement, and monitor a customized strategy that's designed to address their specific situation. Our commitment is to utilize all of our resources available including bringing specialists and other knowledgeable advisors to the table as needed in order to help our client pursue and achieve their goals.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Reviews (9)
A. Padalino
Dec 07, 2020
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My experience with Brandon and his team has been great. He is clearly very knowledgeable and takes the time to educate his clients about investments, the thought process behind his company's decisions, and how to think in the long-term. The other staff members are also very friendly to work with and are quickly responsive, professional, and a pleasure to interact with. I have yet to have a negative experience with Brandon or his staff.
Rob Brune
Jun 23, 2020
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I met Brandon almost 20 years ago when he was just getting started. He showed great patience, perserverance, and effort over the first few years before I transferred my business to him. He has always been very responsive. He is also competent on a wide array of topics including actual market issues, as well as investment vehicles and insurance products. I look forward to working with him for many years to come and would recommend him as a financial advisor.
Bilyana McLeod Petkova
Jun 06, 2020
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I met Brandon at a professional development conference and started working with him shortly after. I love the process and detail-oriented steps of Velocity. Brandon spend a lot of time working with me and my husband setting everything up and understanding our personalized needs. His team is incredibly fast to respond and always answer my questions. I look forward to working more with them!
Frankie Banhart
Nov 12, 2019
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Nothing but the best from Brandon and the team at Velocity. We were in a cash flow crunch, but Brandon sat down with us and helped us put a plan together to cover our bills and start saving again. A financial adviser is good for everyone, even if you are just starting on the road to financial independence.
Aaron Landrith
Oct 10, 2019
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My wife and I have been with Brandon for 8 years now and we have nothing but praise for the Velocity team. One of the things that we really appreciate is his accessibility; in that he is easily reachable should a problem or major life event arise. He and his team utilize a comprehensive approach to asset accumulation, management, and protection. He expertly navigates clients throughout each step of his complex methodology, all while thoroughly explaining the rationale behind each financial decision in terms that are easily understood. As he explains, one of the benefits of his unique system is
Katie Henn
Oct 03, 2019
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I met with Brandon years ago right before I graduated college, struggling with debt and unsure how to manage my finances. We met multiple times in those first months, and he taught me the importance of money management, insurance, and investments. Brandon is very knowledgeable, and I'm thankful for his guidance these last few years, and would highly recommend him as a financial advisor.
Beth Fields
Sep 26, 2019
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Brandon and his team are amazing! We have worked with him for roughly 8 years now, and he has never disappointed us. I love that he takes the time to educate you and talk through your finances with you. Brandon truly cares about his clients beyond their financial needs, and that is what sets him apart from others.
Michael Vulfovich
Jul 09, 2019
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Brandon and his team do a fantastic job of helping set up and continue to manage a strong financial plan. Rather than just managing money he has done a fantastic job of presenting all possible options and educating me about them so I can make informed decisions. He continues to be an invaluable sounding board and resource for financial questions, help with wills/estate planning as well as health/life insurance information and questions. We have worked with Brandon for over 5 years and could not be happier with our choice. I only wish he would just admit that the Patriots are far superior to the
Diane Dark
Jun 09, 2019
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Brandon has done a phenomenal job educating me about all the options available for setting up and managing my accumulated wealth and on going retirement plan. He went above and beyond in his efforts. He spent many hours over many months, making suggestions and ultimately helping me make investment decisions/choices, ensuring in the end, that I had an overall investment plan that gave me GREAT peace of mind - not an easy task. :-) He and his team communicate with me regularly to update me on any changes in my investments, tell me about new options I might want to consider and/or just simply to make
