The Velnoskey Wealth Management Group is the evolution of our team’s tireless focus and dedication to holistic wealth management.  In January 2025, we changed our team's name to Velnoskey Wealth Advisors to better reflect our growing team of advisors.

Together, Velnoskey Wealth Advisors has over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally.

Our vocation is to meaningfully enhance the financial lives and legacies of our clients with trusted, personalized planning and advice. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

Our collaborative approach centers on a dynamic partnership designed to understand your unique needs and circumstances, creates bespoke strategies to meet even your most complex needs, and provides consistent review of your progress and adjusts as life changes