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Falcon Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

about the authors

Jake Falcon, CRPC  

Jake founded Falcon Wealth Advisors in 2016.

Jake's role at Falcon Wealth Advisors is focused on meeting with clients and managing portfolios. 

As CEO, Jake oversee's the vision of Falcon Wealth Advisors. 

Jake began his career in the financial services industry in 2006.

Cory Bittner, CRPC  

Cory co-founded Falcon Wealth Advisors in 2016.

Cory's role at Falcon Wealth Adivors is focused on meeting with clients and managing portfolios. 

As Chief Operating Officer, Cory oversees the day to day operations of Falcon Wealth Advisors and helps with team development.

Cory began his career in the financial services industry in 2010.