Falco Wealth Management

Overview

Falco Wealth Management is an independent, Pennsylvania-based LLC that advises individual and family clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, and client education programs—with related business lines in insurance brokerage and accounting. Ownership is held by an individual practitioner and fees are charged either as a percentage of assets under management or as fixed fees. The firm identifies as an active ESG investor and tends to favor equity exposure within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices