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.
|Firm Start Year:||1984|
|States Licensed in:||NJ, NY|
|Number of Years with Current Firm:||9+|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Planning for Individuals, Financial Advice & Consulting, Wealth Management|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds|
|I can meet clients in the following ways:||At your office, Via Phone, At my office, At your home, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care, Disability, Health|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Assets Managed by Firm:||$270 million|
|Registered Investment Advisor:||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
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Compensation Methods:||Commissions, Hourly, Based on Assets|
|Bachelor of Science - Business Management, Marketing, & Economics||
Towson University - Towson, Maryland
January 1995-May 1998
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 bachelors 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 Whos 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.
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.
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.
David M. Feldman CFP, CSA
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Cedar Grove||Cedar Knolls|
|Englewood Cliffs||Essex Fells|
|Glen Ridge||Glen Rock|
|Green Village||Greenwood Lake|
|Hillsdale||Ho Ho Kus|
|Little Falls||Little Ferry|
|Mount Arlington||Mount Freedom|
|New Milford||New Providence|
|New Vernon||New York|
|Pompton Plains||Port Reading|
|Somerville||South Bound Brook|
|South Orange||South Plainfield|
|West New York||Westfield|
An aversion to risk may hinder retirement goals
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
2013 Best Financial Advisors For Doctors
Medical Economics magazine's 2013 Best Financial Advisors for Doctors.
2013 Top Registered Investment Advisors
Financial Advisor magazine's Top Registered Investment Advisors in America.
Inc. America's Fastest Growing Private Companies
Inc. magazine's 5000 Fastest Growing Private Growing Companies in America for 2012
2012 Top Wealth Managers
Investment Advisor magazine's 12th annual ranking of the Top Wealth Managers in America.
Who's Who in Finance
Michael has been honored with inclusion in Whos Who in Finance in recognition of his professional achievements in the financial services industry.