A complete list of active advisors currently associated with Hawk Capital Wealth Management LLC

Warmer can help you find a great advisor at Hawk Capital Wealth Management LLC or one who fits your needs even better.

Hawk Capital Wealth Management LLC provides asset management, financial planning, and ERISA-focused retirement-plan services to individuals (including high-net-worth clients), trusts, estates, and qualified retirement plans. The firm bills advisory services on a percentage-of-AUM basis and delivers ongoing, non-discretionary portfolio management and written financial planning engagements. The firm typically operates on a non-discretionary basis, obtaining client approval for each trade, and uses security analysis techniques such as technical, charting and cyclical analysis alongside long-term purchase strategies when appropriate. For retirement-plan clients it provides plan-level consulting and fiduciary services — including development of investment policy statements, participant education, QDIA selection, and the ability to act as a 3(38) investment manager for plan assets. Notable distinctions include the principal’s active outside licenses and businesses in real estate brokerage and insurance, through which the firm may offer insurance or real-estate-related services for separate compensation (the brochure discloses these conflicts and mitigation measures). The firm manages a modest asset base for a very small number of clients and emphasizes pension/profit-sharing plan work and predominantly non-discretionary relationships, a mix that is less common among independent advisers.

To learn more about the advisors currently working at Hawk Capital Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jessi Hawk	Walnut Creek, CA	18

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