Falcons Rock Investment Counsel, LLC provides advisory services to:
- Select individuals and families,
- Privately-held businesses,
- Qualified retirement plans
- Non-profit organizations
- Government entities
Our firm is dedicated to helping clients achieve their financial aspirations, and to do so with honesty, integrity and care.
Throughout our website, you'll discover the various consulting
processes and services available to you.
In the end, however, the primary product delivered by Falcons Rock Investment Counsel is trust, combined with investment expertise.
Falcons Rock offers completely independent, fee-only investment planning and consulting services. We are paid by our clients for the services we provide, not by a brokerage firm, bank, insurance company, or money manager for products sold!
It is my pledge that all clients and referrals will be treated with dignity and respect, and will ultimately benefit from our advice.
Gregory D. Wait, CEBS