Falcon Wealth Planning, Inc.

Falcon Wealth Planning provides ongoing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. Services include individualized investment policy statements, discretionary portfolio management, financial planning (hourly and fixed-fee options), selection of third‑party advisers, and a family office offering for clients with $5 million or more in assets.

The firm’s investment process is documented in client-specific Investment Policy Statements and draws on fundamental and technical analysis as well as modern portfolio theory; strategies employed can include long-term equity positions, margin transactions, and options. Falcon operates under a fiduciary standard, generally seeks discretionary trading authority, and conducts at least quarterly reviews of managed and held‑away accounts.

Distinctive features disclosed in the brochure include an affiliation with an accounting firm (Falcon Wealth Tax Services), which the firm acknowledges may present conflicts of interest and which is integrated into its family office ancillary services (tax, estate, real estate, insurance reviews, and legacy education). The firm also discloses use of client testimonials in its advertising and reports a material amount of assets under advisement in addition to assets under management.