We have worked hard to create and refine a financial planning experience that blends the comfort of meeting in your living room with the professionalism you would expect from your Wealth Management Team.
The Retirement Cheat Code
Our Enhanced Client Meeting Experiences
About the Author
J.D. White
J.D. has been guiding high net worth clients to, and through, retirement since early 2011. He believes in educating his clients to understand all the difficult language around retirement so they can move into a life where they don’t have to work, unless they WANT to!Prior to founding White Hawk Wealth Management, J.D. was a Financial Advisor at Edward Jones. In 2017, J.D. decided to become an Independent Wealth Manager and created White Hawk Wealth Management. Prior to that he owned 2 different residential real estate companies and negotiated over $12 million worth of short sales in 2008 (earning him “Rookie of the Year” for the Longmont Board of Realtors).A graduate of Southern Methodist University, J.D.’s credentials include a CFP® as well as holding the AWMA® (Accredited Wealth Management Advisor), CRPC® (Chartered Retirement Planning Counselor), and AAMS® (Accredited Asset Management Specialist) designations from the College for Financial Planning.
