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5080 North 40th Street Suite 400 Phoenix, AZ 85018

480-404-7523

About Us

Velocity Wealth Management, LLC

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. Combining our uncommon strategies and proven techniques along with knowledgeable guidance from only the industry’s leading advisors across the nation allows our clients to truly have the velocity of their money work optimally. The goal is a better, less stressful life today, with a dramatically enhanced retirement lifestyle and legacy. Overall, we expect to provide unparalleled results for our clients and feel they should expect the same.

We work with many different types of clientele, however, we specialize with Dentists, Medical Physicians, Pharmacists, Executives, and Pre-Retirees. Every year, we travel all across the country to teach at multiple universities, hospitals, and residency programs. We have also had the privilege of teaching multiple Fortune 500 company new hire classes. A specialist in these spaces, we are often called upon to assist and consult other advisors and their clients in these specific markets.

If you would like to set up an introductory meeting or find out more information about who we are, what we do, or how we may be able to assist you, please send us an email or call our office at (480) 404-7523.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are 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 to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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