Felton Peel Wealth Management

  • Financial Services
  • Vinings GA
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
800 Battery Ave SE, Vinings GA
Website
feltonandpeel.com
Employees
4
Founded in
2009
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Felton Peel Wealth Management

Felton & Peel Wealth Management is a three-employee financial planning firm located in Vinings, Georgia. The company specializes in providing comprehensive financial planning services through an accessible and affordable subscription model. Felton & Peel Wealth Management serves a diverse clientele ranging from emerging affluents to high-net-worth individuals across various professions and life stages. Their primary focus is on assisting individuals who may be priced out of traditional wealth management services, offering expert guidance to help them build their desired financial future. The firm's mission is to empower clients to take control of their financial well-being and achieve financial success that can withstand economic fluctuations. Setting themselves apart from traditional wealth management firms, Felton & Peel Wealth Management embraces a non-traditional approach to financial planning. Their commitment to accessibility and affordability ensures that comprehensive financial planning is available to a wider range of individuals. For more information or to discuss your financial planning needs, please visit Felton & Peel Wealth Management's website at feltonandpeel.com.

Company Leadership

Lewis Peeples

Director Of Client Relations

Phone Email
Malik Lee

Managing Principal

Phone Email

Felton Peel Wealth Management Industry Tags

Financial Planning
Wealth Management
Investment Planning
Retirement Planning
Tax Planning
Insurance and Risk Management Planning
Estate Planning
Philanthropic/Charitable Planning
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FAQ

What is the location of Felton Peel Wealth Management's headquarters?
The headquarters of Felton Peel Wealth Management are situated at 800 Battery Ave SE, Vinings GA
What is Felton Peel Wealth Management's official website?
The official website of Felton Peel Wealth Management can be found at feltonandpeel.com.
What is Felton Peel Wealth Management's current revenue?
As of November 2019, Felton Peel Wealth Management's annual revenue reached $3B.
How many employees does Felton Peel Wealth Management currently have?
Felton Peel Wealth Management employs approximately 4+ people as of November 2019
Which industries is Felton Peel Wealth Management primarily operating in?
Felton Peel Wealth Management operates in the following industries: Finance, Credit
Who is the Director Of Client Relations of Felton Peel Wealth Management?
Felton Peel Wealth Management's Director Of Client Relations is Lewis Peeples
What are Felton Peel Wealth Management's industry tags?
Felton Peel Wealth Management's industry tags include: Financial Planning, Wealth Management, Investment Planning
When was Felton Peel Wealth Management founded?
Felton Peel Wealth Management was founded in 2009.