About Falkenberg-Poetz & Pidhirniak Wealth

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.

 

Falkenberg-Poetz Wealth Management Group client meeting process

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Tax & Estate Planning
Strategies 

 

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

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research
Insights

 

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

Market Ethos

8 April 2024
Dividend disruption
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25 March 2024
Has anyone seen my IPO?
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Investor Strategy

April 2024
The importance of asking ‘why’?
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