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

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.

 

2022 year-end tax planning checklist

Financial planning can be time sensitive. Make the most of your 2022 tax strategy with our tax planning checklist, highlighting key dates and strategies.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

27 March 2023
Stuck in a moment
View article

 

20 March 2023
It’s not 2008 all over again
View article

Investor Strategy

March 2023
Look through the zigs and zags
View article