Vidal Velez, CRPC™
- I provide specialized wealth management services to a discerning group of individuals, families, and businesses, including tech leaders, medical professionals, and those who have recently received substantial wealth. My approach is characterized by patience, empathy, and a deep commitment to building enduring professional relationships. My clients appreciate my responsiveness and willingness to go above and beyond.
- On any given day you, will find me developing and refining financial plans to optimize cash flow, manage risk, and minimize tax exposure. I evaluate, design, implement, and review client portfolios, consolidating assets and optimizing wealth transfers across generations. As a Chartered Retirement Planning Counselor™ Practitioner, I am well-versed in key areas such as investments, insurance, tax, retirement, and estate planning issues.
- In addition, I educate and guide sudden wealth recipients on prudently managing and preserving assets acquired through the sale of a business, lottery, divorce, or a legal settlement. I provide financial strategies designed to maximize impact and mitigate tax liability.
- My ultimate goal is to empower clients to be confident in their financial well-being and make a positive impact on their community, country, and the world. Giving back is a personal passion of mine, as I grew up in a blended family and relied on the generosity of others. To this day, I strive to return the favor by helping those in need.
- Let's connect for a complimentary consultation and find out where you're at. I'm here to help you figure out if my services are the right fit for you.