Falcon Wealth Planning of Seattle

Falcon Wealth Planning of Seattle is a Financial planner in Seattle, WA. The firm provides fiduciary wealth management, comprehensive financial planning, tax‑strategy consulting, and retirement solutions for individuals and families seeking to grow and protect their assets. With an award‑winning registered investment advisor status, the practice serves the Seattle metropolitan area and has earned a 4.90 rating from 271 online reviews.

The company’s mission is to create clear, customized paths to wealth accumulation, retention, and tax reduction, emphasizing education and simple, tangible plans. Falcon Wealth operates with an unbiased, fiduciary approach, offering advice without selling proprietary products or receiving commissions. A heavy focus on tax planning is supported by a dedicated tax team that works exclusively with CPAs to manage clients’ tax situations. The leadership team includes a president‑CEO, chief operating officer, chief compliance officer, and a broad advisory staff of certified financial planners and specialists, all committed to acting as financial advocates for their clients.

Located at 1700 7th Ave #2100 in downtown Seattle, the office sits on 7th Avenue just steps from Olive Way. It is a short walk to the Pacific Place shopping mall and its parking entrance, and within a few hundred metres of the UPS Store post office and 8th Avenue.

Falcon Wealth Planning enjoys a strong local reputation, reflected in consistently high customer ratings, and an established track record built on a large base of client reviews. The firm’s long‑standing presence and the depth of its combined experience have earned the trust of Seattle residents seeking reliable financial guidance.

By combining a fiduciary focus with a solid reputation in the Seattle community, Falcon Wealth Planning stands out as a dependable financial planner for those who want professional, transparent wealth‑management services close to home.

Services:

• Financial Advisory
• Financial Planning
• Investment Advisory
• Investment Management
• Retirement Planning
• Tax & Consulting
• Tax Consulting
• Wealth Management