Is there a minimum that you need to work with White Hawk Wealth Management?
We do have certain levels of investible assets that we work best with, but we do not allow that to define the clients that we work with. Instead, we believe that there should be a mutual “fit” with our potential clients prior to engaging in services. We have created and refined a process that we believe in. While the process will work for most people, it is very “service heavy” which requires a lot of our time and resources. For this reason, it is imperative that we use caution with how many clients we accept under our “wings”. Please do not hesitate to reach out and engage us in a conversation to see if we might be able to work together. One service that we are happy to offer is to be a sounding board during these times of uncertainty in the markets.