Feltz WealthPlan is a Registered Investment Advisor located in Omaha, Nebraska. It was founded in 1987 by Todd Feltz, President & CEO, to establish an unbiased financial planning and asset management firm more focused on client success than company sales.
Feltz WealthPlan strives to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life’ as well as ‘Return on Investment’. Our mission is to provide a comprehensive customized financial plan to help guide our clients through the challenges of each phase of their lives.
Our philosophy represents an evolution of investment thought that moves beyond simple “Buy and Hold” and basic Asset Allocation, to Strategy Diversification. It focuses more directly on how investments interact and relate to each other. It looks closely at how investments are managed, how they seek to gain their returns, how they address risk exposures, and perhaps most importantly, what their correlations are with each other.
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