How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our Team Approach
Velocity Wealth Management understands that the financial services industry can be overwhelming and complex for clients who seek guidance to build a strong financial foundation. That's why we believe that a collaborative approach is essential to meet the diverse needs of our clients. By partnering with trusted industry leaders like Pacific Advisors, we bring together a wealth of knowledge and expertise in a range of critical areas such as tax laws, financial services, investments, insurance, and strategic planning.
Through this partnership, we have access to a full range of investment, insurance, retirement, and enterprise products and services, which allows us to provide customized asset strategies that align with our clients' unique objectives. This means that we offer personalized solutions rather than generic advice. We take the time to understand our clients' circumstances, risk tolerance, and long-term objectives, and we develop tailored financial plans that meet their needs.
Our combined resources and expertise enable us to provide exceptional financial services that help our clients achieve their financial goals. We work with our clients to help them understand their options and develop a plan that makes sense for their unique situation. We offer guidance, support, and education to help our clients make informed decisions that align with their objectives.
Brandon T. Capps, CLU®
Owner / Financial Advisor
480-588-6370
Since 2005, Brandon Capps has worked diligently to build his practice so that his exclusive clientele receive world class financial advisory services and elite customer service. He has been published in numerous magazines and...