Bachelor of Science

J.D. White - Financial Advisor in Broomfield, CO | WiserAdvisor.com

White Hawk Wealth Management was created in 2017 from an idea that the industry is changing.  The business is built around the idea that clients deserve ongoing service and not a single-transaction.  We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management.  White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below).  We understand that the money that we manage for our clients is not our money, but theirs.  We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals. <br /><br />White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management.  They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients.  This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.

White Hawk Wealth Management

We add value for the business owner that is looking to sell their business within the next 5 years. We work with other professionals in the space and the family involved to create a successful exit strategy and financial plan.

We work with people that are within 5 years of retiring OR have retired within the last 5 years.

The financial plans that we create help guide our clients through the most difficult times in the investment markets and their lives. The plan is designed to be living and breathing, just like you.

We utilize LPL for our guidance on strategic asset allocation and use custom portfolio models for each client that we work with.

White Hawk Wealth Management

General Information

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Disclosures