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Velnoskey Wealth Advisors is the evolution of our team’s unwavering commitment to holistic wealth management.
We align your financial goals with your family’s values, vision, and legacy through a comprehensive, advice-first approach.
With over 130 years of combined experience serving families, business owners, executives, and nonprofit leaders across the U.S. and abroad, our team offers deep expertise and personalized service. Many client relationships span decades and generations. With multiple locations and a growing regional presence, our team is well-positioned to serve clients wherever life and business take them.
We lead and coordinate clients’ broader team of trusted advisors — including attorneys, accountants, and other professionals — to ensure every element of their financial life works in harmony.
Our team designs and manages tailored, multi-asset portfolios that balance growth, preservation, and liquidity, while integrating tax-efficient strategies, generational priorities, and philanthropic goals. Portfolios evolve with your needs, backed by active oversight and transparent performance reporting. We offer consolidated solutions and engage on a percentage fee basis for complete clarity.
Beyond investment management, we help families align capital with purpose — through charitable giving, community engagement, and legacy-driven planning. We don’t just manage wealth — we steward capital with intention.
We typically serve clients with $1.5 million or more in investable assets — or those who aspire to reach that level through thoughtful, comprehensive planning.
We welcome the opportunity to serve others who can benefit from our integrated, advisory-driven approach to building and preserving wealth.
Why Choose a CFP® Professional | CFP - Let's Make a Plan (letsmakeaplan.org)
