Falcons Rock Investment Counsel, LLC was created to provide advisory services to select individuals, the charitable organizations they donate to, the businesses they own, and the qualified retirement plans they sponsor. Our firm is dedicated to helping clients achieve their financial aspirations, and to do so with honesty,
integrity, and care.
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! |
Our website explains the various consulting processes and services available to our clients. In the end, however, the primary product of Falcons Rock Investment Counsel is trust, combined with investment expertise.
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
President |
