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Are you R.E.A.D.Y. For Falcon Wealth?

Answer the following questions to see if we might be able to work together

R Are we RIGHT for you?

  • Are you a Life Sciences Professional or have executive compensation challenges?
  • Do you acknowledge that you don’t have the time or expertise to optimize your retirement income in addition to that needed for your job and your family?

EMAIL or Schedule a Call

  • If you think you fit into our ideal client profile, schedule a brief phone call so we can talk.
  • While we hate to turn away business, our all-inclusive services are not appropriate for everybody.
  • We will happily refer to you another reputable fiduciary advisor if we are not a good fit.

ASSESSMENT Meeting

  • You are very busy, so our meeting can be virtual, at your workplace, or even at your home.
  • We want to hear your biggest concerns. That’s why we are here.
  • You will provide us with financial information so that we can do further analysis.

DISCOVER the Best Solutions

  • We will perform a high-level assessment of your financial situation using the information you provide.
  • In addition, we will share our observations of hidden financial threats that you may not have thought about.
  • For each issue identified, we will propose our solution.

YOU are in Control. It’s Your Call

  • After comparing the broad and cohesive skills and credentials at Falcon Wealth vs other advisors, hopefully, you will join us and become part of the exclusive group of professionals we serve.

Schedule a Meeting

Other Questions you may have:

How is your investment performance relative to the stock market?

Falcon Wealth tailors each client's portfolio to minimize the likelihood of running out of money in retirement without exceeding their tolerance (or "stomach") for risk.

As a result, we do not try to "beat the market," as that is not a viable retirement strategy.

Every recommendation we make must not increase the likelihood of our client running out of money in retirement. "Beating the market" does not support that goal. Instead, we focus on what we can control: Allocation, behavior, and educating our clients.

Do you offer one-time Project Based Services?

Yes. While we prefer a long term relationship with our clients, we recognize that some have not accumulated sufficient assets to justify our $6,000 annual fee. Our one-time Project Based services cost between $2,000 and $10,000, depending on the services requested.

How is Falcon Wealth Different from other Financial Advisors?

1. Many financial advisors only manage investments. Some might also provide a retirement plan. Falcon Wealth does all of that plus integrates Big-4 tax planning experience into every aspect of their services.

2. Falcon Wealth primarily serves Pharmaceutical and Biotech professionals. Why? Because its founder worked in pharmaceuticals for 15 years and understands the unique challenges and pressures faced by Life Science professionals.

3. We limit the number of clients we serve in order to provide the best service.

4. We provide extensive College Financial Planning (and Selection) services and Tax Preparation through related entities.

Does Falcon Wealth Earn Commissions?

NO!! Falcon Wealth is Fee Only. It does not earn fees or commissions by recommending a fund or an insurance product. The only fees we earn are those based on our Assets Under Advisement and one-time Project Based Services.

How We Work – Project or Fee-Based

Ongoing Financial Advisory Help One-Time Snapshot (Project Based)
AUM or $6,000/year $2,000 – $10,000 Based on Complexity
Investment Advisory Services Included No
Business Planning Included Optional
Cash Flow/Debt Mgt Included Optional
College Saving Included Optional
Employee Benefit Optimization Included Optional
Estate Planning Included Optional
Financial Goals Included Optional
Insurance Included Optional
Investment/Portfolio Analysis Included Optional
Retirement Planning Included Optional
Risk Management Included Optional
Tax Planning Strategies Included Optional
College Selection & Financial Planning * *
Income Tax Preparation ** **

* Offered Separately through College Funding Solutions LLC
** Offered Separately though Falcon Tax Prep

Schedule a Meeting

bob falcon wealth

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CALL: (484) 528-0201

FALCON Wealth Managers

Bob Falcon, CFP®, CPA/PFS, CCFC®, MBA

Serving clients in the Philadelphia area and western suburbs.

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Copyright © 2022 Falcon Wealth Managers, Philadelphia area and western suburbs, Pennsylvania – All rights reserved.

FALCON WEALTH MANAGERS LLC (“FWM”) is a registered investment adviser offering advisory services in the Commonwealth of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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