Flint, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Redhawk Wealth Advisors, Inc.
Multi-team
Firm-wide stats for Redhawk Wealth Advisors, Inc.
About
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.
Based on Redhawk Wealth Advisors, Inc.
Expertise
Based on Redhawk Wealth Advisors, Inc.
Location
1408 W Hill Rd, Suite B
Flint MI 48507
Advisors at this office
2
Advisors at this office
Katrina S
Series 63, Series 65
Flint, MI
Redhawk Wealth Advisors, Inc.
Katrina Savage is a financial advisor with Redhawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Redhawk Wealth Advisors since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and trust funding services. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, with portfolios monitored by a weekly investment committee, and provides specialized services including multi-generational wealth planning and captive insurance company account management.
Deborah J
Series 65
Flint, MI
Redhawk Wealth Advisors, Inc.
Deborah Joseph is a Series 65-licensed advisor at Redhawk Wealth Advisors, Inc. in Flint, MI, with five years of industry experience. She also serves as an insurance agent at Alliance Financial Group, focusing on life insurance, annuity sales, and Medicare supplement plans. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses strategic and tactical asset allocation across various investment vehicles and incorporates third-party signals in some strategies, maintaining final discretionary authority.
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