About The 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.

 

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Tax & Estate Planning
Strategies 

 

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


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

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

4 January 2020
Investor lessons from 2020
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14 December 2020
Top 8 of 2020
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January 2021
Investor Strategy: 2021 optimistic start
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