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.
 


 

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.

March 2019
Federal budget 2019
With several proposed changes to existing tax strategies coming out of the 2019 federal budget, our report details how the budget may impact Richardson GMP clients and their families.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

15 April 2019
'Tis the season
View article

8 April 2019
Static vs. tactical
View article