Michelle Curry Felendes, CFP®,
ChFC®, CLU®
Guiding You Through the Journey
Through honest and powerful conversations about you and your money, you will:
- Gain confidence to joyfully live life to its fullest
- Find more of our most valuable asset - TIME
I lead highly successful and family-oriented individuals and business owners, - those making a big impact in this world - by developing deep relationships and providing sound financial advice in the areas of investment management, tax savings, retirement planning, estate planning, risk management and business planning.
If you're looking for more out of your financial planning experience, connect with me and let's explore the possibility of working together. Your definition of success is within reach!
New clients accepted by referral only.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
planning1
Wealth
management
Estate planning
strategies
Risk
management
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.