Partners in Wealth Planning For Your Long-Term Success
We help clients develop clarity and a vision around their financial goals and dreams. Then we combine cutting-edge software with well-researched strategies to create a clear plan for these goals.
LPL Financial - the largest independent broker/dealer in the country (as reported in Financial Planning magazine, June 1996-2021, based on total revenue).
Someone you can count on...
During times of work...
and times of leisure.
Proudly Serving the Davidson, Lake Norman & Charlotte area and more.
Our mission is to defend and grow our clients’ wealth across the many phases of life. We aim to guard and grow not only investment capital 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.
We keep things streamlined and simple for our clients while using sophisticated tools such as WealthVision and Risk Analysis.
Independent & Objective
Through LPL Financial, the leading independent broker/dealer*, our professionals offer no proprietary investment products. (*As reported by Financial Planning magazine, June 1996-2019, based on total revenue)
In 2018, Greg Bennett of BluHawk Wealth Management, LLC was awarded the prestigious Five Star Wealth Manager Award. This is his seventh consecutive award since 2012.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2018 Five Star Wealth Managers.
We help our clients understand their current level of preparation for “rainy days” and help create detailed planning strategies to try to improve financial outcomes when unexpected life events occur.
Let the BluHawk team help preserve and grow your family’s wealth now and in the phases of life yet to come.
Our WealthVision software allows clients to track their entire financial world all in one place.
This sophisticated platform allows clients to track their own net worth, account balances, monthly budget, and important documents online. It also allows the BluHawk Wealth Management, LLC, team to use this data to run complex projects on retirement and other scenarios so our clients can be prepared for as many scenarios as possible.
We tailor our approach based on each client’s unique needs and desires. We can setup paperless billing, online statements, electronic document signatures, and more, all according to feasibility and preferences.
We believe in simple sophistication, helping our clients keep things as simple as possible while keeping their financial lives in order.
Meet Our Team