Felton and Peel Wealth Management
Business Details
About
Financial planners don’t have to be intimidating. Felton and Peel Wealth Management offers straightforward guidance you can trust. Expect clear strategies for retirement, tax planning, and wealth preservation without the jargon overload.
The office sits high above Broadway—165 Broadway, floor 23, New York, NY 10006—conveniently above the subway churn. Clients often pop in between meetings downtown, using the building’s restroom and quick elevator access.
Call (800) 822-7068 for an introductory chat. They handle investment reviews, estate planning documents, and risk analysis without pushing products. No upsell pitch, just a brief overview of what makes sense for your situation.
Grab the map before you head up—it drops you right at the tower’s revolving doors.