The Polestar Podcast · 2024-01-24 · 36 min
Key highlights of this episode: The VELA Wealth story. The transformative power of mentorship and coaching. VELA Wealth's trailblazing approach. The importance of independence in financial services and curation of platforms and partnerships. Commitment to client fulfillment. Declaration approach instead of a traditional mission statement. What future unfolds for VELA Wealth. About the Guest- Jason Boudreau Jason has built VELA Wealth into an established life and estate planning firm, guiding families as they make meaningful choices at the intersection of life and wealth. Jason’s areas of expertise include intergenerational wealth transfer and estate planning with a focus on advanced insurance-based solutions that incorporate philanthropy and legacy planning. Leveraging these specialties, Jason brings a fresh perspective and outside-the-box thinking to the strategic planning process. To read more, please visit the VELA team page . About the Host - Kevin Parton Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning.
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