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FALCONER GROUP RELOCATES TO TRAVERSE CITY
Leading Family Wealth Advisory Firm Now Accepting Local Inquiries

TRAVERSE CITY, MICH, AUGUST 1, 2005 – The Falconer Group, an independent, fee-only wealth advisory firm serving high net worth family clients worldwide, has relocated to Traverse City, Mich.

The firm specializes in working with families and individuals who desire to be intentional with their wealth. Its values-based approach optimizes a family’s resources in order to assist them in defining and supporting a family vision and typically involves multiple generations. Falconer Group’s services include financial planning, investment management, financial literacy programs, and philanthropic advising.

Commenting on the announcement, Firm Principal Erik Falconer said, “Because our work includes facilitating family wealth retreats where clients gather with their spouses and kids, Traverse City is an ideal destination location, as well as where we already had family and client connections. We are thrilled to be back and a part of the community.”

The firm was previously headquartered in metropolitan Detroit.

Erik Falconer is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and a Certified Specialist in Planned Giving CM (CSPGCM). The firm consults with several national wealth community organizations such as Resource Generation, which works with young inheritors in regard to the opportunities and challenges of wealth, and YES!, a non-profit organization that connects and empowers young leaders, entrepreneurs, and entertainers for leveraging their resources towards positive community impact. Falconer Group has also served nationwide as advisors to community foundations, private family foundations and non-profit institutions.

The firm is now located in Radio Centre II, at 125 Park Street, Suite 450 in Traverse City.

Families or individuals interested in arranging a private, complimentary consultation can call 231.946.5320 or visit www.falconergroup.com.

Founded in 1998, The Falconer Group is an independent family wealth advisory firm serving high net worth clients worldwide. The firm specializes in working with families and individuals who desire to be intentional with their wealth. Its values-based approach optimizes a family’s resources in order to assist them in defining and supporting a family vision and typically involves multiple generations. The firm’s services include financial planning, investment management, financial literacy programs, and philanthropic advising. The Falconer Group was founded by Erik Falconer and his wife, Leslie. The firm is located in Traverse City, Mich.

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Luke Haase
231.932.0400
lhaase@intelligenceagency.com