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Let's explore the possibilities together, allow me to guide you toward an even more fulfilling and prosperous life.

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Michelle Curry Felendes, CFP&#174;, <br/>ChFC&#174;, CLU&#174;<br/>

Michelle Curry Felendes, CFP®,

Guiding You Through the Journey

Through honest and powerful conversations about you and your money, you will:

  1. Gain confidence to joyfully live life to its fullest
  2. 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 planning


Asset management


Estate planning strategies

Estate planning

Risk Management


Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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