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.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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Market research
Insights 

 

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

15 July 2019
The fix is in
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2 July 2019
Ready for the second half?
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Investor strategy: Back half looks tricky
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