Our Approach

At Velonix Wealth, we understand that managing the wealth and planning needs of a successful business owner demands the highest level of service and expertise. With our certifications in Exit Planning and Retirement Income, along with an open-ended investment architecture, full investment banking capabilities, and a high-quality partner in Raymond James, we present a holistic and powerful combination of skills and resources.

Comprehensive Financial Stewardship:

We offer a comprehensive, holistic approach for all financial needs, including but not limited to developing and managing investment portfolios with our innovative platform, and designing and executing sophisticated exit strategies to generate income in retirement.

Tailored Investment Solutions:

With expertise in open-ended investment architecture, we can provide highly personalized investment strategies that are flexible, adaptable, and aligned with the client's evolving goals and market dynamics.

Seamless Business Transition:

The combination of our Certified Exit Planning Advisor credentials and investment banking capabilities allow us to guide business owners through the entire lifecycle of their enterprise, culminating in a strategic, well-executed exit that seeks to maximize value and continuity.

Retirement Readiness:

As a Retirement Income Certified Professional^® (RICP^®), our Managing Partner, Bevin Hartnett, is adept at transforming client wealth into an efficient income stream in retirement, addressing concerns like longevity risk, inflation, and healthcare costs.

Integrated Wealth Management:

Our diverse qualifications allow for a holistic approach to wealth management, integrating business, personal, and retirement planning to create a cohesive, forward-looking financial strategy.

Strategic Risk Management:

With a deep understanding of various financial disciplines, we are well-equipped to identify and mitigate risks across the spectrum of the client's financial landscape, from business operations to investment portfolios to retirement plans. We partner with insurance and risk mitigation firms to provide the solutions to distinctly preserve your most valuable assets.

Legacy and Estate Planning:

Partnering with industry attorneys and trust advisors, we can help ensure that your wealth is designed to not only support a fulfilling retirement but also to leave a lasting legacy, aligning estate planning with the client's values and wishes for the future.

In summary, our team, with this distinct blend of qualifications, offers a valuable advisory relationship that covers the entire spectrum of financial planning and management, delivering tailored solutions, and strategic insights, across all phases of the client's financial journey.

You’ve worked hard to grow your business. You deserve a partner that will work just as hard to help you harvest the value and wealth from your business.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.