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Jim Frangenberg

Velaris Wealth Partners

North Potomac, Maryland
About
Company name
Velaris Wealth Partners
Business title
Founder & Wealth Advisor
Contact
How to contact
301-450-1492
Professional Profile

Call Me When

When you need a collaborative partner in wealth management

Professions

Banker
Consultant
Insurance
Wealth Manager

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Business management
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Compensation
Corporate finance
Debt
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Intangible assets
Intellectual property
Investments
Lending
Management succession
Mergers
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Sales
SEC
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Trusts
Venture capital
Exit/Transition Planning
Cooperative business models

Business Focus

Collaboration! My goal is to help you look good while affecting a positive outcome for owners.

Professional Certification

CERTIFIED FINANCIAL PLANNER, Certified Exit Planning Advisor

Transition Planning Certification or Methodology

Certified Exit Planning Advisor

Client Industries

Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution

Client Results

Most people come to me feeling overwhelmed or underserved with their finances — and stay because they finally feel understood and in control. My mission is to turn financial complexity into clarity, confidence, and lasting peace of mind.

Advisor Resource Relationships

AM&AA
BEI
EPI
ExitOnTop (formerly My Biz Worth)
Chapter information
DC Metro

Membership

DC Metro Individual

Member since

Member for 1 year

Why I'm a Member of XPX

I believe in the power of a professional network focused on educating, supporting, and empowering business owners.
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