Audrey Veltri

We partner with our clients to achieve financial well-being and deliver the confidence to enjoy today, secure tomorrow and own the future. We approach advice and offer solutions that align with personal goals, protect against the unexpected, and acknowledge the realities of evolving personal and professional lives. We work with you to create an IG Living Plan that adapts, changes and grows with you. Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

Who we Serve:

1. Disability Supports. We provide financial guidance to families supporting dependents with a disability Creating solutions that transcend generations, so families can secure a comfortable, safe and healthy future for the whole family.

2. Women in Transition. We deliver unparalleled expertise in solving the unique challenges faced by women. We walk with you as you navigate the next phase of your life with confidence and conviction.

3. Thriving Retirees. Leverage the power of dynamic portfolio design and sophisticated planning to ensure a seamless, successful transition to retirement. You've worked hard, now go enjoy it!