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Austin Velarde
Managing Partner
Philosophy
Wealth management is about more than managing money — it’s about anticipating change, crafting intelligent strategies, and helping clients build resilient, lasting success. I believe in challenging conventional thinking, staying ahead of industry trends, and delivering solutions that position our clients to thrive in every market environment.
Why I Do This Work
What drives me every day is the opportunity to transform complexity into clarity and help clients achieve outcomes they once thought were out of reach. I’m passionate about building a firm that sets a new standard for excellence — where strategy, insight, and unwavering commitment come together to create meaningful, enduring impact for every client we serve.
Certifications & Background
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10+ years of experience in financial services and wealth management
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B.S. in Commerce & Business, University of Alabama