Velocity Wealth Management, LLC - Phoenix, Arizona

Luke B.

Ethan Moore is an incredible advisor. My wife and I were fortunate enough to inherit a large sum of money after we got together. We really had no idea what we were going to doing with it and so we went to Ethan for help.

What we expected was a financial plan solely based on the cash we received, but instead we received so much more. Ethan and Juan created a plan for my wife and I’s future that I never could have done on my own. From investments, to insurance, to general financial advice, Ethan and Juan have been there for my every need. I am in the military and so my schedule is very unpredictable. They have worked with me despite that unpredictability. Also, I am on EST, and they have never allowed MST to be an impediment to my schedule so don’t worry if you’re not in the same time zone.

Thanks to Ethan and Juan, our money is growing. I know that if anything were to happen to me, my wife and child would be provided for.

I have been so impressed, that I have passed on a recommendation for my parents to work with them. My parents just retired and are in a pivotal financial moment in their life. Organizing their financials and such needed to be done right in order for them to live the proper retirement that they’ve worked so hard for. I would not have recommended Ethan if I wasn’t absolutely positive that my parents would be in good hands.

I was proven right! Since working with Ethan and Brandon, my parents have been set up for success. Ethan and Brandon saved my parents a very significant amount of money through a thorough review of their life insurance policy. The insurance company would’ve gotten away with their ridiculous loopholes if it wasn’t for Brandon and Ethan beating them at their own game.

In a volatile market where there is a great deal of uncertainty, feel certain that you’ll be in good hands with these people.

Stu M.

Velocity Wealth Management takes excellent care of our financial ventures. Brandon & Elise are highly responsive to our needs and questions. They are always personable while maintaining the utmost professional service via email, phone calls, or video conferencing.

Erica P.

I have been working with Brandon for 8 years and have since added my now husband as part of our “team.” During my search for a financial advisor, I met with 5 individuals & I felt most comfortable with and confident in Brandon’s background & skills. As our family has grown & financial goals have matured, Brandon has been an important part of our financial successes. We are lucky to have such a genuinely great guy on our family’s financial team!!

Emily R.

Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work with and has been very helpful with financial planning. I can’t say enough good things about the team and my experience with Velocity. Highly recommend!!

Devon B.

For over two years now, Brandon and Elise have been excellent at helping me make safe and smart decisions. They treat me like family, and are easy to learn from. Brandon knows his stuff, and will look out for your best interest. I have learned quite a bit about the financial world from Brandon, which is something I wasn’t exactly expecting. If you need a financial plan, check and see if they can fit you in!

Navid R.

My wife and I have worked with Velocity ever since graduating from college and they've been great every step of the way. Brandon does a great job of explaining options and strategies, and letting you decide what you want to do with your money versus just telling you what to do. We've since bought a home, finished the basement, and planned for 2 kids all with the financial planning and guidance from Brandon. We would not have been able to meet those milestones without his help. Elise is also GREAT about communication whether via email or call detailing exactly what needs to be done/completed. Would highly recommend Velocity for any finance needs.

A P.

My experience with Brandon and his team has been great. He is clearly very knowledgeable and takes the time to educate his clients about investments, the thought process behind his company's decisions, and how to think in the long-term. The other staff members are also very friendly to work with and are quickly responsive, professional, and a pleasure to interact with. I have yet to have a negative experience with Brandon or his staff.

David C.

When I initially looked for a financial advisor, I spoke with nearly 30 different people and companies trying to find someone with empathy, foresight, and a devotion to excellence. The standout was clearly Brandon Capps. I've now worked with him for close to 10 years. During that time my family has had many situations that could have become financially overwhelming (cancer, job loss, etc.), however we always felt secure. Brandon ensured that our financial needs would always be met through effective planning and diversification. Knowing Brandon is by our side, we don't worry about the future. It is secure.