To learn more about the Falbaum Investment Group, click on the About Our Team and Our Focus pages. The purpose of the Falbaum Investment Group is to help our clients, their families and community gain peace of mind around financial decisions and realize their hopes, dreams and aspirations.
At the Falbaum Investment Group we are very proud that financial advisor Vance Falbaum was named one of 2018 Forbes/SHOOK State-by-State Top Wealth Advisors. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.
The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. The country’s top next-gen advisors, born in 1980 or later, manage over $900 billion in client assets. Aaron is the only person on the list in Tucson, Arizona to be included in the Forbes recognition. Congratulations, Aaron!
We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.
Thank you for trusting us as your wealth management partner. Our commitment to you goes beyond sharing our knowledge and expertise. If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Learn more about the Falbaum Investment Group.
November 10, 2017
Wealth Monitor Newsletter
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October 6, 2017
The Benefit of a Primary Advisor Relationship
November 4, 2017
Cyber Security - Strategies for Staying Safe Online
January 11, 2019