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Financial Planning > UHNW Client Services > Family Office News

Treasure Coast Planning Firm Epands

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Felten & Associates is opening offices in Stuart, Fla., and Woodstock, Vt., to improve service to affluent clients.[@@]

Felten has been doing business in Vero Beach, Fla., a city on Florida’s “Treasure Coast,” for 52 years.

The firm is adding an office in Stuart, a city between Vero Beach and Palm Beach, because of strong demand for financial services in that community, and the firm is opening an office in Vermont to help the many Treasure Coast retirees who spend their summers up north, according to Ken Felten, the firm’s owner.

In related news, the firm has promoted Jean Staniewicz to chief operating officer, and it has hired 3 other employees to help run the Stuart and Vero Beach offices.


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