Falco Wealth Management
Wealth Management & Financial Planning for Life's Moments
3.3
Falco Wealth Management is a family-owned financial services firm founded in 1962, led by Michael J. Falco, CPA and his son Mike Falco Jr., CFP, CFA.
About
Falco Wealth Management, led by Michael J. Falco since 1990, is a family-owned financial services firm founded by Michael A.
Falco in 1962. They offer comprehensive wealth management and financial planning services to hard-working families, individuals, and small businesses. The firm is led by Michael J. Falco, CPA and his son Mike Falco Jr., CFP, CFA - combining tax expertise, comprehensive financial planning, and institutional-caliber investment management under one roof. Their independence means advice is guided solely by client interests. Their Living Plan Methodology addresses the full scope of financial life - cash flow, investments, tax strategies, insurance, and estate planning - as an integrated, evolving roadmap. Services include wealth management, financial planning, and insurance services. They serve individuals, families, and small businesses nationwide.
Services
Wealth Management
Professional financial advice and investment management informed by robust financial planning using their Living Plan Methodology to develop a comprehensive view of financial circumstances.
Financial Planning
Professional financial advice informed by robust financial planning for those wishing to manage their own investments, using their Living Plan Methodology.
Insurance Services
Medicare enrollment, life insurance, annuities, and long-term care (LTC) services. They help select the Medicare plan that best suits health status and circumstances.
Credentials & Certifications
Reviews
