Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Charitable Giving Strategies
  • Insurance
  • Business Retirement Plans

Awards & recognition

  • Creighton Hayworth, Forbes Best-in-State Wealth Advisors, 2026
  • WellWorth Financial Group, Ameriprise Client Experience Award, 2024-2025
  • Creighton Hayworth, Forbes Best-in-State Next-Generation Wealth Advisors, 2025
  • Creighton Hayworth, Ameriprise Circle of Success, 2023-2025
  • Creighton Hayworth, Ameriprise Client Experience Award, 2022-2023
  • Steve Felton, Ameriprise Circle of Success Hall of Fame, 2010
  • Steve Felton, Ameriprise Circle of Success, 2010, 2012-2019
  • Steve Felton, Ameriprise Client Experience Award, 2022-2023
  • Steve Felton, Premier Protection, RiverSource Life Insurance Company, 2014-2018
  • Steve Felton, Ameriprise Circle of Success Diamond Ring, 1998

Community participation

Meals on Wheels of Rocky Mount

The Down East Partnership for Children

Cape Fear Council, Boy Scouts of America

Business Alliance Network, North Carolina Wesleyan University

Steve Felton: Duke Children's Hospital & Health Center - Board of Directors

Steve Felton: Foundation Board Member - North Carolina Wesleyan University