Financial Planning That Keeps Up With Your Life.

From college costs to aging parents, we help busy professionals in Colorado navigate complex financial decisions with confidence.

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Why Choose White Hawk

Too Busy to Manage Your Finances? We Have Your Back.

Building your career and raising your family takes enough of your time. As fee-based wealth managers, we help you make smart, time-saving decisions around retirement, taxes, and investments.

How We Support Busy Professionals

Meet Your Team

Colorado Natives Who Understand Your World

You’re our first, second, and third priority. We’re an independent wealth management firm based in Broomfield, led by a team with deep Colorado roots and a competitive drive to help you win financially.

See Who You’ll Be Working With

Our Story

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Our Services

Financial Planning
That Fits You

With us, your financial life gets simpler. We map out your priorities, keep your taxes optimized, and manage your portfolio so you don’t have to.

Retirement & Tax Planning

Manage what you owe over your lifetime with proactive tax reviews and long-term planning.

Investment Management

Keep more of your returns with tax-smart strategies and a portfolio built around your goals.

Education & Estate Planning

Put a plan in place to fund education and pass wealth on your terms.

How We Help You Plan Smarter

Our Ideal Clients

Successful People Who Value Their Time

We work with self-made individuals who have achieved success but need a professional partner to handle financial complexities.

Pre-Retirees

You’re juggling aging parents, college costs, and retirement planning while maintaining demanding careers.

Established Families

You have assets but lack time to optimize your financial strategy and tax planning.

Colorado Professionals

You want to work with advisors who understand Colorado and meet with you in person or virtually.

Testimonials

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“I have been working with J.D. White, White Hawk Wealth Management for 7 years. The most valuable thing that this has provided me with is not having to worry about how the markets are doing every day. 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.”

– Peggy F.

This statement is a testimonial by a client of the financial professional as of 02/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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“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 trust that White Hawk is looking after our best interests, which allows us to focus on our families, jobs, and lives.”

– Brett & Erin H.

This statement is a testimonial by a client of the financial professional as of 02/24/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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“We have worked with J.D. White, White Hawk Wealth Management for approximately 10 years. We feel secure having them guide us. We have continued to increase our investments and maintain a comfortable level of living in retirement. 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 able to retire when we wanted due to our combined teamwork.”

– Dan & Amy J.

This statement is a testimonial by a client of the financial professional as of 02/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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“I have worked with White Hawk Wealth Management since 2017. They help me feel secure knowing that if trouble arises, they have my back. 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. The team at White Hawk is friendly, professional, and has vast amounts of knowledge. I have never lost a moment of sleep over how they handle my investments.”

– George “Mike” D.

This statement is a testimonial by a client of the financial professional as of 03/07/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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“We have worked with J.D. White, White Hawk Wealth Management since 2011. 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 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.

This statement is a testimonial by a client of the financial professional as of 03/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.