This year marks the 25th anniversary of Feltz WealthPLAN. This significant milestone is something to be proud of and an accomplishment to be celebrated. Among other things, it’s a testament to our team’s ability to successfully assist clients with their financial management and wealth development needs. It also shows that we employ a unique investment strategy, which is tailored to meet the specific needs of our clients.Just as our firm has changed in the past 25 years, so have the needs of our clients and, most certainly, so has the economic climate, especially in the past five years. As anyone who watches the markets on a daily basis knows, volatility has become the new normal. That’s why now, perhaps more than ever, the counsel of an experienced team of wealth managers, such as the one we’ve assembled at Feltz WealthPLAN, is vital to growing and protecting your financial assets.

Our wealth advisors have consistently been rated among the best in the country, including Feltz WealthPLAN President Todd Feltz being named one of America’s Top 100 Independent Advisors by Barron’s Magazine for several years.

Our anniversary year makes this a time to celebrate and reflect, but it’s also a time of transition – for our firm and our clients.

This fall, Feltz WealthPLAN became its own Registered Investment Advisor with the Securities and Exchange Commission. Previously, LPL was both our Broker/Dealer and our Registered Investment Advisor. Our firm will now assume those responsibilities although LPL will remain the custodian of the assets. Your account numbers will remain the same, and your statements will continue to be delivered by LPL. THERE ARE NO CHARGES FOR THIS CHANGE, and the transition will not cause any interruptions in services but there will be a few new forms to sign.

There are four main reasons we’re making this change:

  • To gain more flexibility with our investment policies and investment options
  • To lower some trading transaction charges and to lower overall expenses by broadening the ranges of institutional-class funds that have lower internal expense ratios
  • To ensure many smaller accounts can be managed in the same manner as larger accounts with no small account fee
  • To achieve more timely communication with our clients by bringing the approval process in house

A brief video message on this page by our president explains in greater detail why Feltz WealthPLAN is making this transition. To further address any questions you may have about this move, we’ve posted a list of Frequently Asked Questions (FAQ’s) on our website to help you understand the change. If you have additional questions, feel free to contact your Wealth Advisor or call our offices at 402.691.0200, toll free at 800.366.5448, or email us today.

To receive more information about the transition, and to expedite the necessary paperwork process, we invite you to join us at an Open House hosted on the First Floor of the Feltz WealthPLAN building located at 101 S. 108th Ave from 9:00 AM to 6:00 PM on one of the following dates:

  • Tuesday, November 22, 2011
  • Wednesday, November 30, 2011

For an informational packet or a no-cost, no-obligation consultation, please contact one of our Wealth Advisors at 402.691.0200 or by clicking here.