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Multi-Family OfficeRIA · CRD 298692State-Registered Investment Adviser

Updated:

Falcon Wealth Managers

Falcon Wealth Managers liberates professionals and retirees from their financial uncertainties and enables them to focus on themselves, their careers, and...

Overview

Falcon Wealth Managers liberates professionals and retirees from their financial uncertainties and enables them to focus on themselves, their careers, and their families. The firm provides clarity and guidance by helping families overcome unique financial, tax, and retirement planning challenges. It delivers targeted and integrated tax and retirement advice, with a focus on professionals and new retirees.

General information

Firm type

Multi Family Office

Location

Region

North America

City

Philadelphia suburbs

Principals

Bob Falcon

President and Founder

Sector focus

Professionals and new retirees

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