Bradenton, FL Office

Redhawk Wealth Advisors provides discretionary and non‑discretionary wealth management, financial planning, and retirement-plan advisory services to a broad set of clients including individuals, high‑net‑worth families, estates, trusts, retirement plans, and charitable organizations. The firm also supports multi‑generational wealth needs, separately managed accounts, held‑away account oversight, and educational seminars as part of its advisory offering.

Investment management is built around strategic and tactical asset allocation across equities, fixed income, mutual funds, ETFs, and, where appropriate, alternative investments, with portfolios monitored by a weekly investment committee. For certain strategies Redhawk incorporates third‑party “signal” providers and uses custodial and reporting platforms (e.g., Schwab and Orion) while retaining final discretionary authority over client accounts.

Distinctive elements include work with insurance industry clients and the fact that some advisors are licensed insurance agents; the firm maintains an affiliated insurance agency (Redhawk Marketing Group) and explicitly offers captive insurance company account management (standard CIC and an ET Group captive program). Redhawk’s structure also reflects a mix of advisor registrations (including some broker‑dealer relationships and dual RIA registrations) that are disclosed in the brochure and can affect how certain insurance and brokerage products are offered.