— Falcon Wealth Planning / our services
Wealth Planning
Built Around You
From your first paycheck to your family’s legacy, our fee-only fiduciary team builds one coordinated plan across investing, tax, retirement, and estate — so every decision works toward the same goal.
— Where to Start
See how we work
Then tell us about you
Watch a two-minute walkthrough of how Falcon Wealth builds a plan, then share a few details below and we'll match you with the right advisor.
— Start Here
Our Services
— How it works
The Falcon Wealth Process
A repeatable process, not a sales pitch. Here’s exactly what happens after you reach out.
Hover or tap each step for more detail
Step 01
Discovery Call
We learn about your goals, your timeline, and what’s kept you up at night financially
Step 02
Financial Assessment
We map your full picture – income, assets, liabilities, tax exposure, and risk.
Step 03
Custom Strategy
You get a written plan across investing, tax, retirement, and estate — built for you, not a model portfolio.
Step 04
Ongoing Partnership
We monitor, rebalance, and adjust the plan as your life and the tax code change.
Many financial advisors are too expensive and don't have the time to get to know you.
We're different.
Our team of investment experts will help you create a customized strategy that lets you live the life you want with as little risk as possible. We charge lower asset-based fees so you avoid paying unnecessary fees and commissions.
We offer both discretionary and non-discretionary services, tailored specifically to your needs — investment strategy, personal investment policy, asset allocation, tax loss harvesting, and regular portfolio monitoring.
Why Clients Choose Falcon Wealth
Lower, Transparent Fees
Personalized Advice & Strategy
Respects Your Risk Tolerance
Full Fiduciary Standard
Tax-Smart Planning
Ongoing Portfolio Monitoring
— Find Your Fit
Which Service is Right For You?
Financial Coach
- Builds healthy financial habits
- Plans offer practical strategies and solutions
- Provides motivation and future financial literacy
- Largely focuses on budgeting, debt management, and savings strategies
Financial Planner
- Addresses short, medium, and long-term goals
- Provides guidance on retirement, taxes, and estate planning
- Tailors plan to an individual's risk tolerance
- Assesses financial situations including income, assets, liabilities, and expenses
— Ready When You Are
Let's Build Your Plan
Open a complimentary strategy call with Falcon Wealth below.
— Private Client Group
