Velonix Wealth

Welcome to Velonix Wealth – Strategic Wealth Management & Exit Planning At Velonix Wealth, we partner with business owners, corporate executives, and high-net-worth families to navigate the complexities of wealth management, exit planning, and investment banking. Founded by Bevin Hartnett, a seasoned financial planner, our mission is to provide tailored solutions aligned with your life goals. What Makes Us Different? Strategic Exit Planning: We specialize in guiding business owners through seamless transitions that protect and grow their legacy. Holistic Wealth Management: From retirement and education planning to navigating unforeseen challenges, our approach addresses the full scope of your financial life. Personalized Guidance: No two clients are alike. We develop transparent, disciplined strategies that reflect your aspirations and risk profile. Why Clients Choose Velonix: We help business owners build and preserve generational wealth through expert transition planning. We support executives and families with investment strategies built for long-term stability and growth. We offer insightful second opinions on existing portfolios to ensure alignment with your evolving goals. Let’s Connect Whether you're planning a business exit, organizing your estate, or re-evaluating your investments, Velonix Wealth is here to help you move forward with clarity and confidence. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Velonix Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm