The Falkowitz and Sommerfield Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Scott Falkowitz

Scott Falkowitz

CLTC®

Financial Advisor

Managing Director
Visit Scott Falkowitz's website
Michael Sommerfield

Michael Sommerfield

CFP®

Financial Advisor

Vice President
Visit Michael Sommerfield's website

Team

Carolyn McNeirney

Carolyn McNeirney

Client Service Specialist