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MEMBER PROFILE

 

Jim Frangenberg

Velaris Wealth Partners

 

Member profile details

Membership level
DC Metro Individual
First name
Jim
Last name
Frangenberg
Title
Founder & Wealth Advisor
Company
Velaris Wealth Partners
LinkedIn profile URL
www.linkedin.com/in/jimfrangenberg
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
North Potomac
State
Maryland
 

PROFILE INFORMATION

Call me when
When you need a collaborative partner in wealth management
Why I/we support XPX
I believe in the power of a professional network focused on educating, supporting, and empowering business owners.
Profession
  • 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
  • Cooperative business models
  • Corporate finance
  • Debt
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition 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
Client Industry(ies)
  • 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
Professional Certification(s)
CERTIFIED FINANCIAL PLANNER, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
In Business Since
1998
How to contact
301-450-1492
Business Focus
Collaboration! My goal is to help you look good while affecting a positive outcome for owners.
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)
Resource details (for Advisor Resource Sponsors)
My mission is to be your partner; to listen to your story, map and integrate every part of your financial life (everything with a "$"), and develop a path aligned with your unique journey — bringing clarity, confidence, and peace of mind, while walking alongside you every step of the way.
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