Our mission is to guard and grow our clients’ wealth across the many phases of life. We aim to guard and grow not only investment capital and overall wealth, but lifestyle as well. We help clients prioritize in a way that is consistent with their own values and their family’s most important dreams and goals.
Raised in the Midwest, BluHawk founder Greg Bennett earned his undergraduate degree as a “Hawkeye” at the University of Iowa. He later donned the “Duke Blue” and achieved an MBA at Duke University in 1994. Combining his practical work ethic and formal education/training with over 25 years of experience in finance, Greg formed BluHawk Wealth Management, LLC in June of 2013.
We pride ourselves on treating clients as the special individuals that they are. Each client has unique concerns, goals, hopes, dreams and questions.
LPL Financial is an independent broker/dealer, and therefore does not offer proprietary investment, insurance or banking products. This enables partners such as BluHawk Wealth Management, LLC to offer the client professional advice and service.
We strive to keep things simple for our clients by providing both streamlined and personal touches — such as paperless reporting and a down-to-earth friendly voice to call any time during business hours. Yet, we offer sophisticated planning tools and strategy analysis through our innovative data consolidation software. In addition, we have immediate access to specialized skills and expert knowledge through LPL Financial.