CLOs on the Move

Falcon Wealth Planning

www.falconwealthplanning.com

 
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Rachel Vonbank
 Chief Compliance Officer Profile

Similar Companies

Challenger International Group

Challenger International Group is a Boston, MA-based company in the Financial Services sector.

MC Venture Partners

MC Venture Partners is a Boston, MA-based company in the Financial Services sector.

PJ SOLOMON

PJ SOLOMON, often known as Solomon, is an American multinational independent investment bank and financial services company headquartered in New York, NY. Solomon advises clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, private placements, and corporate strategy.

Ten Eleven Ventures Capital

Ten Eleven Ventures focuses on early stage and growth investments in private companies that are innovating and poised to lead the digital security field. The firm is founded by security entrepreneur and investor, Alex Doll, a co-founder of PGP Corp.

Arsenal Capital Partners

Arsenal Capital Partners is a leading New York-based private equity firm that invests in middle market healthcare and specialty industrial companies. Arsenal makes investments in sectors where the firm has significant prior knowledge and experience. Arsenal targets businesses that have the potential for further value creation by working closely with management to accelerate growth and leverage the firm's operational improvement capabilities. Arsenal currently has $1.7 billion of committed equity capital.