Both, In Person Advisement, Virtual Advisement
Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Taxation
Felton & Peel Wealth Management is a dedicated team of experts providing comprehensive financial planning based on fiduciary standards. From millennials to baby boomers, small business owners, educators, executives, dual and single-parent families, non-profit organizations, and local associations, our client base covers a wide cross-section of people from emerging affluents to the wealthy.