About Falkenberg-Poetz Financial Group


Our team employs a comprehensive and holistic approach to conservative wealth management for affluent families. We take a full interest in our clients’ lives and strive to develop relationships based on transparency and trust. By understanding every aspect of your situation, focusing on guiding objectives and delivering a consistently high level of service, we provide confidence and peace of mind so you can fully enjoy the rewards of your hard-earned wealth.

Building your wealth plan



 

Learn how we create strong relationships with our clients.
 


 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 December 2018
Whatever you do, don't look now
View article

3 December 2018
The biggest loser
View article