FELTON & PEEL WEALTH MANAGEMENT, INC.
Felton & Peel Wealth Management, Inc. is a trusted financial advisory firm with a team of experienced and knowledgeable advisors. With a commitment to providing personalized and comprehensive financial solutions, they have earned a reputation as a go-to resource for individuals and businesses seeking sound financial guidance.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial solutions
- Experienced and knowledgeable advisors
- Trusted reputation
Facts and Insights
As a financial expert, Felton & Peel Wealth Management, Inc. stays updated on the latest market trends and insights to provide their clients with the most relevant and beneficial advice. They have a deep understanding of different investment strategies and are skilled at helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Felton & Peel Wealth Management, Inc. serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their advisors have the expertise to tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
The firm offers a fee-based structure, meaning that their advisors are compensated through a combination of fees and commissions. This aligns their interests with those of their clients, as they are motivated to help clients achieve their financial goals.
Background
Felton & Peel Wealth Management, Inc. was founded by John Felton and Brian Peel, both experienced financial advisors with a passion for helping others achieve financial success. Their team of advisors is highly diverse, with a range of backgrounds and specialties, ensuring that clients receive a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
It’s important to note that Felton & Peel Wealth Management, Inc. may have potential conflicts of interest as they receive commissions from selling certain investment products. However, their advisors are required to follow a strict code of conduct and always prioritize their clients’ best interests.