WHITE HAWK WEALTH MANAGEMENT
White Hawk Wealth Management (WHWM) was created with the idea that service is the most valuable benefit to our clients. We believe in a strong personal relationship with each of our clients. By knowing our clients on a personal-level, we can properly navigate them through the intricate decisions that inevitably arise as they pursue their financial dreams. We also believe in a comprehensive approach to serving our clients' financial needs. We understand that our clients have a choice in whom they work with and strive to be the clear choice when it comes to wealth management.
What Makes Us Different?
We believe that our value is in the details. It is in the conversations that we have with our clients that we know on a deep, personal level. It is in the time that we take to spend with each client, helping them navigate a complex situation. Our value proposition is more of a feeling than a statement. Come see for yourself.
How Much Does a First Meeting Cost?
There is no cost to you. In fact, we do not typically get paid until we start managing assets for you. The early phase of working with us is getting to know each other to make sure there is a mutual fit. We spend some time establishing how we will work together and what types of services will be used.
Tech + Service = HappY Clients.
We believe that technology plays an important role in our business. We utilize technology to provide the highest-level of service possible. We use software for making sure that you do not “slip through the cracks”. We also use technology to research and build suitable portfolios for each client. We understand that the tech world is in constant flux and we do our part to stay on top of it.