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FALCONER GROUP ANNOUNCES EXCLUSIVE SPONSORSHIP
OF TRAVERSE SYMPHONY MUSIC & MENUS

TRAVERSE CITY, MICH, SEPTEMBER 16, 2005 – The Falconer Group, an independent, fee-only wealth advisory firm serving high net worth family clients worldwide, announced today it will serve as the exclusive sponsor of the Traverse Symphony Orchestra’s (TSO) “Music & Menus” series.

“Music & Menus” is a new series of twelve dinners that rotate among unique area homes and venues. Each event includes a themed meal and a performance by a small group of TSO musicians. The first event, held in early September, featured a jazz theme. “Music & Menus” will continue throughout the fall and winter seasons.

As exclusive underwriter, The Falconer Group will be mentioned in the “Music & Menus” program book and other promotional materials.

Commenting on the announcement, Firm Principal Erik Falconer said, “We are supporters of the community and music lovers. The TSO is a superb organization we are thrilled to support.”

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.

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. Families or individuals interested in arranging a private, complimentary consultation can call 231.946.5320.

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Luke Haase
231.932.0400
lhaase@intelligenceagency.com