Our wealth management process is designed to help you stay in retirement and not outlive your money.

You have worked hard and saved your money to get to this point. We can help you navigate the many decisions that will come up on the next phase of your journey.

Things Change

We understand that events happen and we are here to help you through whatever life may bring.

Protection

Everyone has a different tolerance for risk. We have the knowledge and tools to protect you against many of the risks that you might face in retirement.

Trust

With your trust, we can handle the volatility of the investment markets. You go live your next chapter while we work to ensure it is enjoyable.

Prioritize

We will work with you to determine which goals are highest priority.

Risk Assessment

Your financial plans should be able to withstand any crisis events that could arise.

Routine Reviews

We want your plans to come to life - which takes consistent monitoring and updating.

Teamwork

We want the right team of professionals around you and have a vetted rolodex ready.

Client Testimonials

  • "We have worked with J.D. White, White Hawk Wealth Management for approximately 10 years. We have been provided with clear communications and following through with their promises, with a proven professional understanding and care for our goals and concerns. We feel secure having them guide us. We have continued to grow our investments and maintain a comfortable level of living in retirement. The markets have been a roller coaster ride over the last three years, but they make us feel that they have a personal interest in our welfare and well-being. They have communicated very effectively in annual reviews, phone calls, and emails, and the Town Halls that were implemented during the COVID shutdown. We were impressed when we returned to Colorado in 2011, but we weren’t ready to invest or consider changing Financial Advisors, due to the timing, etc. We asked for follow-up, and you followed through with your commitments without any sales pitches or additional calls. We were also told that we would not be invested in anything that the Wealth Managers do not personally invest in with their own funds. We have had positive returns on our investments, greater than the normal market returns, for the past 10 years. We were able to retire when we wanted due to our combined teamwork."

    Dan & Amy J.

  • “I have been working with J.D. White, White Hawk Wealth Management for 7 years. The most valuable thing that this has provided me is not having to worry about how the markets are doing every day. We have been building a retirement plan that we navigate together, to make happen in the next 2-5 years. My call has always been taken when the markets go down, and I receive honest advice and reassurance that staying the course will be the best bet. I set high expectations for the service that I receive and so far, they are on par.”

    Peggy F.

  • "We have been working with J.D. White, White Hawk Wealth Management since he knocked on our door in 2011. During our time working together – on both our personal financials as well as a 401K plan for our business – we have been able to send both children to college while staying on course to retire. We are kept up to date on what is going on with our investments and the markets. Our goal of retiring early is still looking achievable even though the markets have been all over the place. We trust that White Hawk is looking after our best interests, which allows us to focus on our families, jobs, and lives."

    Brett & Erin H.

  • “I have worked with White Hawk Wealth Management since 2017. They help me feel secure in knowing that if trouble arises, they have my back. My goals are to create future wealth for myself and financial security for my son after I am gone. We are in a difficult time, the advice they have given me has been reassuring. They take time to explain everything that is happening and to explain why some of my ideas are not prudent. I was lucky to begin working with White Hawk Wealth while I was planning for retirement. White Hawk takes great care of my money. They call me regularly to let me know what is happening and answer all my questions, giving me the good and the bad, but also reassuring me that all will be okay. I believe what they tell me. The team at White Hawk is friendly, professional, and have vast amounts of knowledge. I have never lost a moment of sleep over how the handle my investments. I am confident, that in the years to come, I will have personal wealth security for myself and for my son.”

    Mike D.

  • “We have worked with J.D. White, White Hawk Wealth Management since 2011. We followed J.D. when he transitioned from the first company he was at to the inception of White Hawk Wealth because of the ongoing exceptional service that we have received. The most valuable thing to us is that we have trust and security in knowing our best interests are being handled while we pursue our retirement dreams. We truly appreciate the professionalism, expertise, and amazing market research skills that are demonstrated. We have been able to stay informed of what’s happening in the current economy and its impact on our investments through regular emails and virtual town halls. We have complete confidence that our investments are in the best hands with White Hawk Wealth. They even took the time to attend a meeting with us and our estate attorney which provided valuable information as it related to our investments.”

    Gary & Lynnda U.

Quick Facts Video

Your Social Security income benefit is a tool that you can utilize to maximize your retirement. Here are some quick facts that most people that we meet do NOT already know. This information can help you as you navigate that one of the many decisions that come along with retirement. We believe the ability to turn Social Security on and off is crucial in timing with using other assets and creating comfort in your income planning.

If you retired within the last 5 years, you should consider enrolling in our Financial Planning & Wealth Coaching Program for New Retirees. We believe that financial planning should not consist of creating a 50-page document to sit in your closet and collect dust. Our approach is to educate you on things that could knock you off track and help guide you along the way.

Click on the image to the left for more information.