A Team of Specialists and a Service to Suit Your Unique Lifestyle

The advantage of having a team of specialists is that multiple professionals are working to help identify opportunities you didn’t know were there, to share ideas you haven’t heard of before, and to pose questions you’ve never been asked.

There is equal focus on every aspect of your wealth that you may not have had time to address fully – such as investing, tax or family estate – and this opens up a world of opportunities. We can help you to ensure that your lifestyle and your wealth can be sustainable with very little expenditure of your own personal time.

Your core team is composed of a Portfolio Manager, two Associate Investment Advisors and a Client Service Associate. These qualifications provide additional assurance that the highest industry standards for experience and education are upheld throughout the process of:

  • Designing a custom wealth building strategy and comprehensive wealth plan
  • Managing a sophisticated, personalized portfolio of investments
  • Coordinating a network of specialists
  • Acting as your primary point of contact for all financial matters

Owning a small business typically means you’re facing unique diversification challenges, risk concerns, and complicated retirement questions. All this requires specialized tactics, as well as consistent and adaptive planning, in order to be managed well. Saverio and our wealth management team work together with a Small Business Specialist, so that you can trade guesswork for a more systematic and methodical process for managing risk, mitigating tax, and planning major transitions. For our entrepreneurial clients, this often includes:

  • Streamlining your retirement savings strategies with specialized vehicles like Retirement Compensation Arrangements (RCAs) and Individual Pension Plans (IPPs)
  • Strategies to flow cash through the business efficiently
  • Policies to help protect your business and assets from liability
  • Methodical process to plan the succession of your business and your transition into retirement

If you can simplify certain components of your business, such as administration and financing, you can not only cut costs, but you can also allocate your time more strategically. This is one of the many functions of commercial banking. We connect our clients with Commercial Bankers, so that your dynamic wealth plan can integrate specialized services and strategies such as:

  • Specialty business accounts to help you manage surplus revenue with greater liquidity
  • US-based banking and global services to make it easier to manage cross-border business and foreign cash flows
  • Asset-based lending to provide your business with more working capital
  • Sector-specific financing solutions in areas such as agriculture, automotive, franchise and real estate

Your estate is as unique as your lifestyle. This means that meeting your objectives is about customizing your estate to conform to your singular family profile, whether it’s a blended family legacy, complicated range of estate assets, or intentions that evolve over time. Clients of Veltri Wealth Management Group gain the support of Estate Planning Advisors, which often includes:

  • Tax-conscious charitable giving plans
  • Designing your family legacy and living legacy
  • Tax-efficient insurance policies that boost the value of your estate
  • Transitioning both monetary and non-monetary assets and empowering the next generation to carry on your legacy

Having Private Trust Officers as part of your integrated professional network means that you can have greater control over the timing and terms of specialized family trusts. This helps to ensure your beneficiaries will carry forward your legacy in a manner that suits all parties. We integrate both Estate Planning Advisors and Private Trust Officers into our wealth process, to provide additional value to our clients that involves:

  • Planning for the next generation tax-efficiently
  • Specialized vehicles like the Qualified Disability Trust (QDT) and education savings strategies
  • Choosing the right inter vivos or testamentary trusts for your family situation
  • Setting the right terms, selecting trustees and coordinating with your legal advisors

Private banking offers convenient ways to fit banking and borrowing into your life – but in order to see the full benefits, it needs to be an integrated part of your professional team, as well. We work with Private Bankers to help our clients more efficiently manage both time and money. This includes:

  • Custom credit strategies to help grow, diversify or transition assets efficiently
  • Access to high-end services at exclusive rates
  • Dedicated service that fits your schedule with minimal interruption
  • Funding and partnership financing for professionals such as lawyers, doctors and dentists

Learn more about what we do for our clients.

Our Brochure

"We believe that when you’re faced with complex questions about the wealth you’ve built, you should expect more from the advice you receive. You should expect personalized service, complete transparency, and a depth of expertise that can fully address what matters to you.”

Saverio Veltri, CFA, CFP® , Senior Portfolio Manager and Investment Advisor