Felton Peel Wealth Management is a team of dedicated CERTIFIED FINANCIAL PLANNER professionals based in New York, NY, offering comprehensive financial planning services based on fiduciary standards. They believe in accessible financial empowerment and provide flexible payment options to a diverse client base, ranging from millennials to baby boomers, small business owners, educators, executives, and non-profit organizations.
With over 50 years of collective experience, Felton Peel takes a different approach to financial planning, prioritizing client needs and offering advice on various financial choices. They use groundbreaking technology and strategies to create comprehensive cash flow-based financial plans and are committed to acting in the best interest of their clients as trusted professionals.
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