At Falls Financial Group, we believe that choosing skilled financial advisors who understand you and your priorities can help simplify your life and give you the confidence to know that you’ve planned ahead. For more than 20 years, our team has helped individuals, families, business owners and health care professionals pursue their most important goals—from managing cash flow and liquidity planning to tax efficiency and capital preservation. Working with us, you’ll receive an invaluable combination of comprehensive planning, investing and health care industry insight to help inform your decisions and plan strategically for your family and your future.

Our customized wealth management solutions

Our advice goes well beyond your investment needs. We offer solutions for each area of your financial world, for every stage of your life and business.

The unique needs of health care professionals

With changing legislation, regulation and insurance requirements, the health care industry is evolving like never before. As a physician, how do you keep up while continuing to manage a successful practice, your patients’ needs—and your own personal financial life?

Focused on your goals. Planning for life.

No matter where you are in your life, we can help guide you through each important stage of planning for the goals that matter to you—both short-term and long-term. We create your personal financial roadmap that addresses your needs over time.

UBS Wealth Way
UBS Wealth Way starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Prudent investment management
Whatever the market environment, our asset allocations are prudent and well-informed by the UBS CIO Americas, Wealth Management, as well as our own market due diligence and that of the industry’s top asset managers from inside and outside of UBS.

A 360 degree view
Looking at the bigger picture, we coordinate all of the moving parts of your financial world. We can also connect with other professionals in your world to help ensure our advice is aligned, integrated and working to deliver on the objectives in your plan.