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2018 Five Star Wealth Manager

Greg Bennett named Five Star Wealth Manager for 7th Consecutive Year
Five Star Professional recently announced Greg Bennett, of BluHawk Wealth Management, LLC as one of North Carolina’s Five Star Wealth Managers for 2018. This is Greg’s seventh consecutive award.

Five Star Professional partnered with Charlotte Magazine to recognize a select group of Charlotte area wealth managers who provide quality services to their clients.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” Jim Olson, CEO, Five Star Professional.
About the research process:
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria _ required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory […]

Valuation Check-In: Weekly Market Commentary: April 30, 2018

Time to check in on stock valuations. After providing our assessment of stock market fundamentals, sentiment, and technical conditions over the past few weeks, this week we turn to the last piece of our investment process: valuations. Here we will make the case that stock valuations are reasonable, despite above-average price-to-earnings (PE) ratios.


Outlook 2018: Return of the Business Cycle

Click here to read the full Outlook 2018 research report by the LPL Research team.

Toys for Tots – Toy Donations & Matching

Join BluHawk Wealth Management, LLC in supporting Toys for Tots this year, and we’ll match your donation with an additional toy.

BluHawk Wealth Management, LLC is an official Toys for Tots donation station.  Not only can you drop-off toy donations to our office, but if you prefer, simply order from your online store of choice (Amazon, Walmart, etc.) and enter our office address for delivery.

In the spirit of the upcoming Christmas Season, please feel free to come by during normal business hours to drop off a new, unwrapped toy for Toys for Tots. For each client who donates, BluHawk Wealth will match with one additional toy donated per household. To make sure we are in the office and not out on appointments or around the corner, please call or e-mail when you expect to come by. Donations accepted up to December 11.

Online Donations

We also offer the option of ordering toys online (Amazon, Walmart, etc.) and having them shipped directly to the BHWM office.  This can also make a way for our non-local clients to participate, if they wish…

We are off to a great and early start to the toy drive this season and we would love to see you in person, but know the holidays can be a hectic time and we offer this option as a helpful way to make donating easier!  Feel free to let us know if there is an item “on the way,” and we will confirm its arrival by email!

Office Address for Drop-off and Delivery:

BluHawk Wealth Management, LLC
One Thirty Harbour Place Dr.
Suite 250
Davidson, NC 28036
Phone: 704-237-3753

About Toys for Tots:

The mission of the U. S. Marine Corps Reserve Toys for Tots Program is to collect new, unwrapped toys during October, November and December each […]

BluHawk Honored with Toys for Tots Commander’s Award

Davidson, NC —

BluHawk Wealth Management was awarded a Toys for Tots Commander’s Award for our 2015 and 2016 toy drive efforts in the Davidson & Lake Norman Community.

BluHawk Wealth Management proudly supports the mission of Toys for Tots with an annual toy drive each holiday season.