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Your Wealth, Our Expertise

At BluHawk Wealth management, we provide customized, data-driven financial solutions designed specifically for high-net-worth individuals. Our dedicated team aims to manage your wealth wisely, allowing you to focus on what truly matters.

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Comprehensive wealth management services tailored to your unique financial needs.

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Investment Management
Our investment management services focus on calibrating your portfolio for your personal risk/return appetite in such a way as to strive for minimization of unnecessary and excessive asset fluctuations.
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Financial Planning
We create tailored financial plans that align with your life objectives.
Arent you glad we saved for a good retirement
Retirement Income Planning
Our retirement planning services aim to make sure you have the resources you need.

Strategic investment management for your wealth.

At BluHawk, we employ a strategic investment approach tailored to your specific financial goals. Our focus is on growing and safeguarding your wealth through informed decision-making and dynamic market insights.

Tailored Strategies

We customize investment strategies to align with your unique financial aspirations and risk tolerance.

Ongoing Support

Our team provides continuous guidance to adapt your investment strategy as markets evolve.

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Comprehensive financial planning tailored for you.

Our comprehensive financial planning services are designed to help provide clarity and control over your financial future. We focus on cash flow analysis, tax planning, and risk management so your wealth is strategically and wisely managed.

Analyze your cash flow for better financial decisions.
Investment tax planning to strategize your wealth.
Manage risks effectively to protect your financial legacy.
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Your path to a comfortable retirement.

Retirement planning is essential for helping to ensure financial stability in your golden years. We are here to guide you through every step of the journey.

Personalized Strategies

We create tailored plans to meet your unique retirement goals and needs.

Ongoing Support

Our advisors provide continuous guidance to adapt your plan as life changes.

Learn more about how to plan your retirement income.
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We also offer Insurance Planning, Investment Tax Planning, Legacy Planning, and more.

Curious about a specific service or financial product? Give us a call so we can discuss your goals and help you find exactly what you need.

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Greg and BluHawk have given us consistently good advice/guidance and good service.
Jerry and Kathie S.Retired (4/1/2025)
What truly distinguishes Greg is his drive and commitment to his clients. I’ve always felt like a valued member of his team, and his support extends beyond just numbers and strategies.
Jim and Barb C.Retired, Business Owners (12/3/2024)
Our family has a three-generation relationship with Greg and BluHawk Wealth Management. We have never once doubted that he had our best interest at heart. That is rare and precious.
Ellen S. and Kathryn T.Educators (8/8/2024)
We can attest to the work ethic and speed of communications which Greg and his colleagues offer. They have responded immediately to each and every inquiry and request we have expressed. We cannot imagine a better management team.
Peter & Susan B.Retired, Physicians (8/2/2024)
Working with Greg Bennett has truly been a transformative experience for us. From the moment we first met, it was clear that we were in the hands of a professional.
Mark and Tony H. Retired (3/13/2025)
Every day as I go about my activities, I am grateful for my life and financial status, Greg and Austin factor into that gratefulness.
Rhonda Lee M.Retired (4/1/2025)
I have had my investment savings and retirement funds with Bluhawk since 2007. Greg is not only an advisor but also my friend. He has always treated me like I was the most important person in the room.
Christine K.Retired, Healthcare Equipment Planner (8/12/2024)
We highly recommend Greg Bennett and the team at BluHawk Wealth Management for their professionalism, integrity, and genuine care for our investments.
TW and AWPresident of Mid-Sized Enterprise (4/2/2025)
We’ve had no regrets. Greg quickly built a relationship grounded in trust, clear communication, and a deep respect for our investment goals.
Jeff M.Retired, Regional Director (8/1/2024)
Greg and the Bluhawk Wealth Management team have earned our trust with honesty, discipline, communication, and execution.
Josef & Regina P.Retired, Executive Director (9/3/2024)
Greg and Austin put together an amazing financial plan for me, tailored to my unique retirement and lifestyle goals. They were thorough and made sure I understood every detail.
Carlos N.Vice President, Marketing (8/8/24)
His professionalism and communication, during good and bad economic conditions, has made this an easy decision for me and my family.
J.P.C.Chief Financial Officer (12/9/2024)
BluHawk Wealth Management is a great organization to be partnered with and we recommend them to anyone planning for their financial future!
Karen & Rick G.(3/14/2025)
It is great to be aligned with a financial planner who shares our values.
Don and Jacque S.Retired (4/3/2025)
Greg and BluHawk have given us consistently good advice/guidance and good service.
Jerry and Kathie S.Retired (4/1/2025)
What truly distinguishes Greg is his drive and commitment to his clients. I’ve always felt like a valued member of his team, and his support extends beyond just numbers and strategies.
Jim and Barb C.Retired, Business Owners (12/3/2024)
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Start your wealth journey today.

Connect with our experienced advisors to tailor a financial strategy that suits your unique needs.

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Call Us

(704) 237-3753

Office Location

150 Fairview Road Suite 105
Mooresville, NC 28117

Hours

Mon-Thu: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 4:00 PM

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LPL Financial Form CRS

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. BluHawk Wealth Management, LLC, and IFG Advisory, LLC are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Bennett is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL registered representative associated with this site may discuss securities business in the US and/or transact business in the following states: AL, CO, DC, FL, GA, IL, IA, KS, LA, MO, NY, NC, OR, PA, SC, VA, WA.

Austin Lytle is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL registered representative associated with this site may discuss securities business in the US and/or transact business in the following states: AL, FL, GA, IA, KS, LA, NC, OR, SC.

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