Felton & Peel Wealth Management, Inc.

Felton & Peel advises individuals (including high-net-worth clients), corporations, and charitable organizations, offering wealth management, comprehensive and stand‑alone financial planning, discretionary portfolio management, separately managed portfolio access, and fee‑based educational webinars. The firm provides written financial plans and ongoing monitoring as part of wealth management engagements and also delivers modular financial-planning webinars for general education.

The firm’s investment work is goals‑based and customized to each client, using fundamental analysis to build portfolio allocations that commonly emphasize passively managed mutual funds and ETFs but may include equities, fixed income, alternatives, and tactical strategies when appropriate. It uses discretionary authority to implement plans and may access third‑party TAMPs (notably Advyzon Investment Management’s Active/Passive, Tax Sensitive, ESG, Direct Indexing, and Alternatives strategies) and, when suitable, recommends options hedging, derivatives, or margin as part of separately managed account strategies.

Notable distinctions include the firm’s dual role as an insurance agency (the brochure discloses it may devote up to 30% of firm resources to insurance product sales and that its advisor is licensed to sell life, disability, long‑term care products, and fixed annuities) and an affiliate that provides tax preparation services. The firm also discloses endorsement/solicitor arrangements and the use of client testimonials with regulatory disclosures, routinely offers paid educational webinars, and explicitly notes circumstances in which separately managed accounts may employ borrowing, margin, options, or other derivatives—features that are less common among similar supported advisors.