Velasquez Wealth Management

About Us

We help professionals and families build wealth, prepare for retirement, and protect what matters most.

Our approach combines personalized financial planning with smart investment strategies so you can feel confident about your financial future. Whether you’re:

Switching jobs and need to roll over a 401(k)

Planning for retirement and want to know you’re on the right track

Protecting your family with life and disability insurance

Or simply looking for clear, tailored advice to make sense of your options

we’re here to guide you every step of the way. By building a plan around your goals and values, we help you create long-term financial security while giving you confidence in the decisions you make today.