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.

 

The value of financial advice 

Why working with a financial advisor makes sense – now more than ever 

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

13 November 2023
Active versus passive debate: why not both?
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30 October 2023
Earnings, trick or treat?
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Investor Strategy

November 2023
Here for a good time, not a long time
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