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Our Office
340 E 1st Avenue, Ste 310
Broomfield, CO 80020
Phone: 303-800-0620
Email: Office@WhiteHawkWealth.com
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Common Questions
Do you work with clients outside of Colorado?
While most of our clients are in Colorado, we serve clients nationwide through our enhanced virtual meeting experience using professional-grade technology.
What fees do you charge?
Our fees are based on total family assets under management, allowing multiple family members to benefit from our services under one fee structure.
Do you provide tax preparation services?
We review tax returns and provide planning strategies but partner with qualified CPAs for actual tax preparation services.
Can you help with my company’s retirement plan?
Yes, we help clients optimize their employer benefits, including 401(k) contributions, stock options, and executive compensation planning.