Falcons Rock in the News… recently, there have been two stories in the Milwaukee Journal Sentinel in which Falcons Rock has been referenced. The first is a fascinating story about a drug development company in Mequon, in which a few of our clients are private investors. click here to read first article

 

The second is a Market Trends column in which we are featured click here to read second article

 

We have recently been accredited by the Better Business Bureau of Wisconsin. Click on the BBB logo below to review our Reliability Report.

 

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



Welcome to Falcons 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


ConsultingServices/
Investment Philosophy:

  • RetainedConsulting/
    Advisory Services
  • One-time Projects
    more...


Individual/ Family
Investor Services:

  • Investment Planning
    Analysis
  • Coordination with
    Other Professional Advisors
    more...


Institutional
Investor Services:

  • Fiduciary Benchmarking Review
  • InvestmentManager/
    Service Provider
    Searches
  • Performance Measurement & Evaluation
    more...


The Target
401(k) Plan:

  • Results-Based Design
  • Enhanced Participant
    Experience
    more...