Welcome to Falcon's Rock 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 will explain 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

What's New?  

We were recently named as a “5-Star Wealth Manager” in Milwaukee Magazine, based on a survey conducted to measure client satisfaction.  For more information about this recognition, please click on the following link:  click here

There is a great deal of debate in the investment industry regarding active vs. passive (indexing) investment management.  We researched this topic and the results might be surprising to you.  Please see our research paper on this subject...more

We have experienced interesting situations with our clients. To update you on our firm’s activities, check out examples of recent work we have done for our clients...more

Individual Investor Services:
•Investment Planning Analysis
•Structural Analysis of Portfolio Holdings
•Coordination with Other Professional Advisors...more

Institutional  Investor Services:
•Fiduciary Investment Compliance Review
•Demographic and Actuarial Review
•Investment Policy Statement/Manager Search

•Performance Measurement & Evaluation... more

The Target 401(k) Plan:
•Results-Based Design
•Enhanced Participant Experience, Improved Corporate Profitability
•Supported by the Pension Protection Act of 2006
•Design Flexibility... more