FALCO WEALTH MANAGEMENT

Overview

Falco Wealth Management is a small, independent RIA focused on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage and accounting services, which positions it to offer coordinated wealth management and risk-transfer solutions. Investment activity centers on publicly traded equities and ETFs, with an explicit ESG orientation noted in its profile. Fee arrangements include both percentage-of-assets and fixed-fee agreements, and the firm also runs educational seminars and workshops as part of its client engagement and business development. Falco operates as an owner-managed LLC and does not position itself as a capital allocator to external private funds. Its client mix and service set suggest a hands-on advisory model aimed at cash-flow planning, retirement readiness and insurance-integrated solutions rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

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Location & Offices