About Falkenberg-Poetz Wealth Management 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.
 


 

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Tax & Estate Planning
Strategies 

 

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


Cottage succession planning
Has your cottage or vacation property taken on added meaning during the pandemic? We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.‚Äč

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 October 2020
Earnings dance
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19 October 2020
Active versus passive
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October 2020
Investor Strategy: A loveless recovery
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