Welcome to Felton & Peel Wealth Management, where our dedicated team of CERTIFIED FINANCIAL PLANNERs provide comprehensive financial planning based on fiduciary standards. Isn't it counterintuitive that in order to have access to a CERTIFIED FINANCIAL PLANNER, you need to first have significant assets?
Well, we thought so too. That's why we take a different approach. We believe that the flexibility and transparency of our subscription-based costs, matched with the rich diversity of our client base, plays an integral role in enabling us to help shape the financial future of our communities.
Well, we thought so too. That's why we take a different approach. We believe that the flexibility and transparency of our subscription-based costs, matched with the rich diversity of our client base, plays an integral role in enabling us to help shape the financial future of our communities.
Services
We approach your finances in the same way that we approach our own: thoughtfully and holistically. We have a depth of experience cultivated through being a part of our client's many complex life transitions - like major job changes, launching kids into adulthood, unexpected loss, understanding investments and so much more.
Felton & Peel Wealth Management brings together two tenured financial professionals who strive to do things differently; offering more than five decades of combined experience with a deep sense of passion and integrity for everything we do. We proudly share our wealth of knowledge to help you take control of your financial future in a way that feels authentic and uplifting.
As the founder of Felton & Peel Wealth Management, I'm proud to utilize my nearly two decades worth of experience and expertise to help change people's financial lives for the better. I do what I do because I love people and numbers.
It brings me great joy to be able to utilize my natural talent for finances, combined with my experience and professional designations, to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life.Nothing makes me happier than listening to people's stories of what made them the successful person they are today.
It brings me great joy to be able to utilize my natural talent for finances, combined with my experience and professional designations, to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life.Nothing makes me happier than listening to people's stories of what made them the successful person they are today.
My mission at Felton & Peel Wealth Management is to create new and innovative concepts and support our clients as they make some of the biggest decisions when it comes to protecting their financial and personal lives.
In my role as Director of Client Relations I help individuals and families establish plans for risk management that will enable them to work confidently toward a better life, safe in the knowledge that they have adequate protection for their assets.I take great pleasure in showing people how to create positive developments in a critical area of their lives that may be tremendously underserved.
In my role as Director of Client Relations I help individuals and families establish plans for risk management that will enable them to work confidently toward a better life, safe in the knowledge that they have adequate protection for their assets.I take great pleasure in showing people how to create positive developments in a critical area of their lives that may be tremendously underserved.
We are proud to offer a wide range of comprehensive financial planning services to cover all your needs for today, tomorrow, and the many years ahead. We implement our planning services based on fiduciary standards. Our services are designed to ensure that financial guidance is available to all and demonstrate our belief that comprehensive financial planning is on-going.
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