Tailored Business Planning To Maximize Your Value and Wealth

Navigating business ownership alongside your personal wealth planning requires a team with comprehensive capabilities and a dedicated focus to your unique needs. We go beyond conventional wealth management and specialize in guiding business owners and individuals with a blend of certified expertise, personalized strategy, and a commitment to your unique objectives. Whether crafting a comprehensive exit strategy, aligning your business valuation with personal financial goals, or navigating retirement planning with precision, our team is dedicated to offering a wealth management experience that is as dynamic and distinctive as you are.

Unique solutions for business owners and entrepreneurs.
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

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Bevin

Hartnett, RICP®, CEPA, CEPA® Managing Partner, Velonix Wealth Financial Advisor, RJFS
Trevor Pickett Bio Image

Trevor

Pickett Associate, Velonix Wealth Financial Advisor, RJFS
Amanda Loredo Bio Image

Amanda

Ventura Director of Office Operations
An investment in knowledge pays the best interest.
Benjamin Franklin
Sophisticated wealth management
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Velonix Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

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