A complete list of active advisors currently associated with Hawk100

Warmer can help you find a great advisor at Hawk100 or one who fits your needs even better.

Hawk100 advises individuals, families, and retirement plans, providing comprehensive wealth advisory services framed around its “Your Wealth Alignment Plan.” The firm manages roughly $14 million across about two dozen client relationships and offers both continuous, fully discretionary portfolio management and periodic non‑discretionary advice. Investment implementation begins with a purpose‑driven plan that sets target allocations, rebalancing rules, and guideline restrictions; Hawk100 generally implements those targets using exchange‑traded funds for core allocations. For clients who select its HawkHunt service, portfolios may include individual securities and explicit risk‑management techniques—including use of options, margin, and hedging—while its HawkNest service is limited to ETF‑only implementation. Distinctive aspects of Hawk100 include the routine use of option contracts and other derivatives strategies within separately managed accounts—such as covered calls, protective puts, and spreads—which the brochure reserves for HawkHunt members and describes in detail. The firm also conducts educational seminars or workshops (with possible registration fees) and provides advisory services to employee benefit plans under ERISA; several advisory personnel are licensed insurance agents who may receive separate commissions for insurance sales.

To learn more about the advisors currently working at Hawk100, 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.