Tailored Wealth and Legal Solutions for You and Your Family
Finding Inspiration in Every Turn
Falcon Wealth Strategies is committed to helping individuals, families, and business owners pursue financial clarity with thoughtful, relationship-driven guidance. We believe strong planning starts with understanding each client’s goals, priorities, and life circumstances, then building strategies that are tailored rather than one-size-fits-all.
Our approach is grounded in fiduciary principles, transparency, and long-term perspective. We take the time to explain our process, communicate clearly, and build solutions designed to support both wealth preservation and future growth.
Our Story
Back in 2008, we started our firm with deep investment experience. We bring institutional discipline and personalized service to every relationship. Our team values rigorous research, prudent risk management, and customized portfolio construction designed to meet each client’s unique needs.
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We also understand that financial decisions rarely exist in isolation. That is why we aim to serve as a trusted partner across key life and business stages, coordinating with clients to support planning, investing, and legacy goals with care and consistency.
Meet The Team
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Types of Accounts
Individual and Joint
Individual brokerage, custodial accounts (UGMA/UTMA),
Joint Tenants with Right of Survivorship (JTWROS),
Tenants by the Entirety, and Tenants in Common (TIC)
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Types of Accounts
IRAs and 401(K)
Retirement Accounts: Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited IRAs.
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Solo 401(K)s, 401(K) and Profit Sharing Plans, 403B and 457 plans.
Types of Accounts
Trusts
Revocable trusts, irrevocable trusts, testamentary trusts, irrevocable life insurance trusts (ILIT), special needs trusts, charitable remainder trusts (CRT), credit shelter trusts (CST/B-trust), generation-skipping trusts (GST), dynasty trusts, spendthrift trusts, domestic asset protection trusts (DAPT), grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT), education trusts, and marital trusts.
Types of Accounts
Entities
LLC, S-Corp, C-Corp, professional corporations, nonprofit corporations/501(c)(3)s), cooperatives and family limited partnerships (FLPs), investment companies, and family offices.