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.
 


 

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Tax & Estate Planning
Strategies 

 

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

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

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Market research
Insights 

 

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

12 November 2018
Decisions under risk
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5 November 2018
Asset allocation - Just ain't as good as it used to be
View article