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Michael Green, CFP®, AWMA®
Wechter Feldman Wealth Management, Inc.

Tel: (973) 605-1448
1719 Route 10 East
Suite 224
Parsippany, NJ 07054
Wechter Feldman Wealth Management, Inc. | Financial Advisor in Parsippany ,NJ

About Wechter Feldman Wealth Management, Inc.

Wechter Feldman Wealth Management is committed to establishing and maintaining a long-term relationship with our clients. We strive to become a trusted advisor to our clients and to provide insight and helpful advice that will allow our clients to make more informed financial decisions. We believe in the value of relationships. We view every client relationship as a partnership. Our primary mission is to assist our clients to meet their goals through the objective management of their financial resources and through ongoing professional advice and information. Our success is not measured by performance statistics alone, but rather, by our client's success in achieving their goals: We truly believe our success is a result of their success. At Wechter Feldman Wealth Management, our clients work with a team of Certified Financial Planner (CFP) professionals who combine for over 100 years of financial service experience.


General Information

Firm Start Year:   1984
No.of Employees:   5-9
States Licensed in:   NJ, NY
Number of Years with Current Firm:   9+
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care, Disability, Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Assets Managed by Firm:   $270 million


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Commissions, Hourly, Based on Assets


Education

Bachelor of Science - Business Management, Marketing, & Economics  Towson University - Towson, Maryland
January 1995-May 1998



Faqs

  • What are your qualifications? What is your education background? At Wechter Feldman Wealth Management, our clients work with a team of Certified Financial Planner (CFP®) professionals who combine over 100 years of financial service experience. I am one of the Certified Financial Planner (CFP®) professionals mentioned above.
  • What is your approach to financial planning? Financial planning begins and ends with the needs of the client. It is process driven. Implementation, continuous monitoring and, as necessary, modification, are integral parts of that process.
  • What services do you offer? Wechter Feldman utilizes dynamic asset allocation, momentum methodology, and state of the art technology to optimize and quantify portfolio diversification. We are a Comprehensive Wealth Management firm, offering customized services through holistic financial guidance. We address your investments, taxes, insurance, and financial planning needs with professional and proven results.
  • How many clients do you currently manage? Over 220 Clients and $270+ million.
  • Will you be the only person working with me? At Wechter Feldman we utilize a team approach to managing our client's assets. We have four CFP® professionals on staff and two level-two Chartered Financial Analysts (CFA) candidates. There is always someone available to speak with. However, I would be your personal Financial Advisor.
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Michael Green, CFP®, AWMA®

Michael Green, CFP®, AWMA®

CERTIFIED FINANCIAL PLANNER™ Certificant, AWMA

Michael Green is a Senior Wealth Manager and CERTIFIED FINANCIAL PLANNERTM practitioner with Wechter Feldman Wealth Management. Michael has also earned the Accredited Wealth Management AdvisorSM certification. He is a licensed producer for life, health, long-term care and disability insurance. Previously, Michael held the position of Senior Investment Consultant with TD Ameritrade, Inc. With over a decade of experience in financial services and financial planning, he has advised individual investors and business owners through a myriad of market conditions with personalized care and individual attention.

Michael holds a bachelor’s degree in business administration with an emphasis on management and economics from Towson University. He is a member of the Financial Planning Association's Public Awareness Committee and Pro-Bono Committee. He has also been honored with inclusion in Who’s Who in Finance in recognition of his professional achievements in the financial services industry.

Michael is a regular contributor to the Star Ledger, New Jersey's largest newspaper, providing insight on a variety of financial planning topics and retirement questions.

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My Services

Financial Advice & Consulting

Financial strategies are as unique as an individual's goals. Therefore, it is important to look at financial needs holistically. By bringing together a myriad of services under one roof, our clients stay on course and achieve their goals. We offer integrated and coordinated services.


Financial Planning for Individuals

Wechter Feldman Wealth Management assists clients with defining and quantifying short and long-term financial planning goals, and alternative strategies. Financial plans can be comprehensive or modular to include: Retirement Planning, Investment Planning, Education Planning, Goal Planning, Cash Flow Management, Risk Management, and Estate Planning. Our plans are designed to facilitate and monitor client efforts in getting from point A to point B. This improves the likelihood that their goals are achieved.


Wealth Management

As one of the top Wealth Managers in the nation, Wechter Feldman Wealth Management is unbiased, objective and comprehensive in our approach to managing your needs. Let us help you define the right financial strategy to secure your long term financial security. We have established a Wealth Management Process that is customized to the client's investor profile. It's a rewarding process that strives to produce less risk and superior performance over the long term, affording our clients financial "peace of mind." Our process is seamless; the reward potential is outstanding.


My Team

David M. Feldman
David M. Feldman CFP, CSA
David M. Feldman is President of Wechter Feldman Wealth Management and holds the designations of CERTIFIED FINANCIAL PLANNER practitioner and Certified Senior Advisor (CSA)®. He is also a licensed producer for life, health, long-term care and disability insurance. Mr. Feldman has been honored with inclusion in Who's Who in America. He is a member of both the Financial Planning Association, where he served on the Board of Directors for the New Jersey chapter, and the Morris Advisors Roundtable ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Allendale Andover
Augusta Avenel
Basking Ridge Bayonne
Bedminster Bergenfield
Berkeley Heights Bernardsville
Bloomfield Bloomingdale
Boonton Bound Brook
Bridgewater Bronx
Brooklyn Budd Lake
Butler Caldwell
Califon Carteret
Cedar Grove Cedar Knolls
Chatham Chester
Cliffside Park Clifton
Closter Cranford
Cresskill Demarest
Denville Dover
Dumont Dunellen
East Orange Edgewater
Edison Elizabeth
Elizabethport Elmwood Park
Emerson Englewood
Englewood Cliffs Essex Fells
Fair Lawn Fairview
Fanwood Far Hills
Flanders Florham Park
Fords Fort Lee
Franklin Franklin Lakes
Garfield Garwood
Gillette Gladstone
Glen Ridge Glen Rock
Green Village Greenwood Lake
Hackensack Hackettstown
Haledon Hamburg
Harrington Park Harrison
Haskell Haworth
Hawthorne Hewitt
Hibernia Highland Lakes
Highland Park Hillburn
Hillsdale Ho Ho Kus
Hoboken Hopatcong
Iselin Jersey City
Kearny Keasbey
Kenilworth Kenvil
Lafayette Lake Hopatcong
Landing Ledgewood
Lincoln Park Linden
Little Falls Little Ferry
Livingston Lodi
Long Valley Madison
Mahwah Manville
Maplewood Martinsville
Mc Afee Mendham
Metuchen Middlesex
Midland Park Millburn
Millington Mine Hill
Monsey Montclair
Montvale Montville
Morris Plains Morristown
Mount Arlington Mount Freedom
Mount Tabor Netcong
New Milford New Providence
New Vernon New York
Newark Newfoundland
Newton North Bergen
Oak Ridge Oakland
Ogdensburg Oldwick
Oradell Orange
Palisades Park Paramus
Park Ridge Passaic
Paterson Peapack
Pearl River Pequannock
Perth Amboy Piscataway
Plainfield Pompton Lakes
Pompton Plains Port Reading
Pottersville Rahway
Ramsey Randolph
Raritan Ridgefield
Ridgefield Park Ridgewood
Ringwood River Edge
Riverdale Rochelle Park
Rockaway Roseland
Rutherford Saddle River
Scotch Plains Secaucus
Sewaren Short Hills
Sloatsburg Somerset
Somerville South Bound Brook
South Orange South Plainfield
Sparta Springfield
Stanhope Staten Island
Stirling Stockholm
Succasunna Suffern
Summit Teaneck
Tenafly Totowa
Towaco Tuxedo Park
Union Union City
Vauxhall Vernon
Waldwick Wanaque
Wayne West Milford
West New York Westfield
Westwood Wharton
Woodbridge Wyckoff

News & Events

An aversion to risk may hinder retirement goals
When: 05/05/2013
Details:The Star-Ledger asked Michael, a Certified Financial Planner with Wechter Feldman Wealth Management in Parsippany, to help Melody determine her retirement future. Michael is featured regularly in the popular Get With The Plan column, written by Karin Price Mueller. ...more


Awards & Recognitions

Awards & Recognitions
2013 Best Financial Advisors For Doctors
(11/10/2013)

Medical Economics magazine's 2013 Best Financial Advisors for Doctors.


Awards & Recognitions
2013 Top Registered Investment Advisors
(07/01/2013)

Financial Advisor magazine's Top Registered Investment Advisors in America.


Awards & Recognitions
Inc. America's Fastest Growing Private Companies
(12/01/2012)

Inc. magazine's 5000 Fastest Growing Private Growing Companies in America for 2012


Awards & Recognitions
2012 Top Wealth Managers
(09/01/2012)

Investment Advisor magazine's 12th annual ranking of the Top Wealth Managers in America.


Who's Who in Finance
(01/01/2009)

Michael has been honored with inclusion in Who’s Who in Finance in recognition of his professional achievements in the financial services industry.

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