Felton & Peel Wealth Management, Inc. (“Felton & Peel Wealth Management”) is an investment advisor registered pursuant to the laws of the states of Georgia and New York. Located principally in Atlanta, Georgia, our financial philosophy centers on comprehensive financial planning, constructing investment portfolios, and ongoing management services and consultations to help individuals, families, and organizations achieve their long-term financial management goals.
Our firm and investment advisor representative(s) are in compliance with the current regulatory filing requirements imposed by those states in which we conduct business and maintain clients. We only transact business in those states in where our firm is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to our firm’s registration status, please contact us for a list of states where we maintain registration(s). A copy of the Felton & Peel Wealth Management current Firm Brochure discussing our business operations, services, and fees is available upon request.
Online Privacy Relative To This Site
We are committed to safeguarding consumer, prospective client and client privacy whether online or otherwise. The information on this website is limited to dissemination of general information pertaining to advisory services offered by our firm. This website may also link or provide access to additional investment-related information and publications (e.g., unaffiliated third party content and applications). We also link or provide access to portals or sites of unaffiliated third party service providers.
Our privacy provisions apply to this website and any online applications offered by unaffiliated third party service providers engaged by us. We have confirmed that unaffiliated third party service providers have proper security protocols to safeguard such information. It is important to note that our firm only shares non-public personal information (NPI) with third parties upon receipt of a prospective client’s and client’s consent, or if applicable, as otherwise described in our Privacy Policy Notice.
We may gather online metrics regarding a consumer’s, prospective client’s or client’s visit to or use of this website, the receipt of or reply to electronic communications, the viewing or clicking of other online content, and use of our social media networking sites or other online applications. For example, prospective clients might provide their name, email address, or phone number to schedule an appointment with our firm using an online application.
We employ administrative, technical, and physical security measures to protect the receipt or dissemination of such information. These measures include using an SSL certificate, and internal safeguards such as procedures to ensure secure files and facilities. Our firm maintains record of information received through online interactions as required by law and consistent with our Privacy Policy Notice. We also take reasonable steps to securely and permanently destroy any information or data that is no longer in use.
Limitations Of Information On This Site
Subsequent and direct communication by Felton & Peel Wealth Management with a prospective client will be conducted by a properly credentialed investment advisor representative. Accordingly, prospective clients or consumers should not construe this website (or any other linked content) as a provision of personalized investment advisory recommendations or solicitation to effect or an attempt to effect transactions in securities.
PLEASE NOTE: Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment strategy or vehicle referenced on this website (including those undertaken or recommended by Felton & Peel Wealth Management), will be profitable or equal any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Other Disclaimers
*(Featured In”) Reference to articles featured in national business-related publications refer to individual contributions by investment advisor representatives of Felton & Peel Wealth Management made prior to becoming associated persons of the firm. As of the date of this disclosure, most contributions were made prior to the existence of Felton & Peel Wealth Management, as an investment advisor.
User Consent To Terms And Conditions
Each prospective client, and consumer agrees, as a condition precedent to access this website, to release and hold harmless Felton & Peel Wealth Management, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Felton & Peel Wealth Management.
