Velten Waterhouse Advisors

Velten Waterhouse Advisors We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

Let's make your money work as hard as your did earning and saving it all these years.

Being healthy may help your personal finances.
09/07/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/06/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

August H. Velten & Assoc. is a family practice providing guidance & education to people, at all economic levels, to help them achieve their financial and long-term goals.  Our tools are age appropriate planning, asset protection strategies, proactive tax efficiency & lifetime income products.   

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/31/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

When was the last time you updated your will?
08/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
08/26/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/24/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/23/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

U.S. Service Members should consider taking advantage of programs that are available.
08/19/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/17/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Address

4875 N Wickham Road Suite 101
Melbourne, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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