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Robert F

Series 66

Wheeling, WV

Felton Wealth, LLC

Robert Felton is a financial advisor at Felton Wealth, LLC with seven years of industry experience. He previously worked with Wells Fargo Advisors and Raymond James Financial Services. Felton serves as a member of the City of Wheeling's Entertainment Endowment Committee and the City of Wheeling Board of Zoning Appeals. Felton Wealth, LLC provides investment advice primarily to individual investors and qualified retirement plans, offering fiduciary advice and investment management services. The firm’s strategies are tailored to client objectives and employ a mix of fundamental and technical analysis, with accounts reviewed regularly and the option to delegate portfolio management to sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning General estate planning guidance
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