Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life,’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals.
Clients have unique investment goals and objectives that change as they pass through each phase of their life. Accumulation, Preservation, and Distribution of assets represent the ultimate challenge for investors.
Feltz WealthPLAN’s mission is to provide a comprehensive customized financial plan to help guide our clients through these challenges.
We are committed to building a culture of compassion and competence in our staff, so each team member can take pride in their contribution to our client’s well-being.