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About BluHawk

At BluHawk Wealth Management, we pride ourselves on our dedication to safeguard and grow your wealth. Our experienced team is committed to staying on target with the aim of providing personalized financial strategies that align with your unique goals.

Your BluHawk Advice Team

Meet the experienced professionals guiding your financial journey.

Greg Bennett, MBA, CKA®

Founder & Senior Wealth Planning Advisor

Austin Lytle, CFP®

Wealth Advisor & Director of Operations

Client & Advisor Support Team

Cody M. Lewallen, CFP®, CPFA®

Director, Relationship Management

Rosa Bonnet

Administrative Assistant

Abigail Bennett

Client Experience Coordinator

Sam Bennett

Client Technology Specialist

Obie

Greeter

Schedule a call with our team!
As an investor in my early 40s with a young family, working with BluHawk Wealth Management and Greg, Austin, and their team has been a strong fit for where I am financially and personally.
Ryan F.Executive Pastor (6/16/2026)
Greg, Austin, and Cody have made a huge difference in how I feel about my financial future. They took the time to get to know me and understand what I wanted to accomplish.
Melissa P.Engineer (6/8/2026)
What truly distinguishes Greg is his drive and commitment to his clients. I’ve always felt like a valued member of his team, and his support extends beyond just numbers and strategies.
Jim and Barb C.Retired, Business Owners (12/3/2024)
Our family has a three-generation relationship with Greg and BluHawk Wealth Management. We have never once doubted that he had our best interest at heart. That is rare and precious.
Ellen S. and Kathryn T.Educators (8/8/2024)
We can attest to the work ethic and speed of communications which Greg and his colleagues offer. They have responded immediately to each and every inquiry and request we have expressed. We cannot imagine a better management team.
Peter & Susan B.Retired, Physicians (8/2/2024)
Working with Greg Bennett has truly been a transformative experience for us. From the moment we first met, it was clear that we were in the hands of a professional.
Mark and Tony H. Retired (3/13/2025)
Every day as I go about my activities, I am grateful for my life and financial status, Greg and Austin factor into that gratefulness.
Rhonda Lee M.Retired (4/1/2025)
I have had my investment savings and retirement funds with Bluhawk since 2007. Greg is not only an advisor but also my friend. He has always treated me like I was the most important person in the room.
Christine K.Retired, Healthcare Equipment Planner (8/12/2024)
We highly recommend Greg Bennett and the team at BluHawk Wealth Management for their professionalism, integrity, and genuine care for our investments.
TW and AWPresident of Mid-Sized Enterprise (4/2/2025)
We’ve had no regrets. Greg quickly built a relationship grounded in trust, clear communication, and a deep respect for our investment goals.
Jeff M.Retired, Regional Director (8/1/2024)
Greg and the Bluhawk Wealth Management team have earned our trust with honesty, discipline, communication, and execution.
Josef & Regina P.Retired, Executive Director (9/3/2024)
Greg and Austin put together an amazing financial plan for me, tailored to my unique retirement and lifestyle goals. They were thorough and made sure I understood every detail.
Carlos N.Vice President, Marketing (8/8/24)
His professionalism and communication, during good and bad economic conditions, has made this an easy decision for me and my family.
J.P.C.Chief Financial Officer (12/9/2024)
BluHawk Wealth Management is a great organization to be partnered with and we recommend them to anyone planning for their financial future!
Karen & Rick G.(3/14/2025)
It is great to be aligned with a financial planner who shares our values.
Don and Jacque S.Retired (4/3/2025)
Greg and BluHawk have given us consistently good advice/guidance and good service.
Jerry and Kathie S.Retired (4/1/2025)
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Five-Star Wealth Management

Greg Bennett has been honored with a five-star wealth management rating for fifteen consecutive years.

This award was issued on 06/12/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 04/01/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 2,254 Charlotte-area wealth managers were considered for the award; 74 (3% of candidates) were named 2026 Five Star Wealth Managers.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Prior-year statistics (YEAR: # considered, # winners, % of candidates, issued date, research period). 2025: 2,028, 93, 5%, 8/1/25, 10/9/24 – 3/31/25; 2024: 1,690, 99, 6%, 8/1/24, 10/10/23 – 4/30/24; 2023: 1,677, 105, 6%, 8/1/23, 10/10/22 – 5/5/23; 2022: 1,519, 101, 7%, 8/1/22, 10/11/21 – 4/22/22; 2021: 1,514, 106, 7%, 8/1/21, 10/5/20 – 4/30/21; 2020: 1,488, 103, 7%, 8/1/20, 10/28/19 – 5/8/20; 2019: 1,346, 129, 10%, 8/1/19, 10/22/18 – 5/24/19; 2018: 1,342, 104, 8%, 8/1/18, 11/22/17 – 5/25/18; 2017: 949, 132, 14%, 8/1/17, 11/23/16 – 6/7/17; 2016: 873, 227, 26%, 7/1/16, 1/21/16 – 6/15/16; 2015: 1,822, 277, 15%, 8/1/15, 1/21/15 – 6/15/15; 2014: 6,776, 409, 6%, 8/1/14, 1/21/14 – 6/15/14; 2013: 1,694, 280, 17%, 8/1/13, 1/21/13 – 6/15/13; 2012: 1,083, 267, 25%, 8/1/12, 1/21/12 – 6/15/12.

BluHawk Core Values

Our Core Values make up the DNA of Team BluHawk. We strive towards excellence in helping our valued clients seek or maintain their own personal Wealth Vitality.

Kindness

At BluHawk Wealth Management, kindness is at the heart of our client relationships. We approach every interaction with empathy and understanding, striving to make our clients feel valued and supported throughout their financial journey.

We believe in building strong, lasting relationships based on mutual respect. By listening to our clients’ needs and valuing their perspectives, we create a collaborative environment where confidence and respect flourish.

Our team is driven by a genuine caring spirit. We are dedicated to going above and beyond to meet our clients’ needs, providing personalized attention and thoughtful advice to help them work toward their financial goals.

With a servant’s heart, we prioritize our clients’ best interests. We are committed to serving with humility and dedication, putting our clients’ needs first and striving to make a positive impact in their lives.

Humility guides our approach to financial planning. We recognize that every client is unique, and we are open to learning and adapting to better serve their individual needs and aspirations.

Integrity is the cornerstone of our practice. We uphold high ethical standards, aiming for transparency, honesty, and accountability in all our interactions and decisions.

We are dedicated to working toward “win-win” outcomes for our clients. By fostering collaborative solutions and aligning our goals with those of our clients, our aim is that everyone benefits and succeeds together.

Why BluHawk?

The name BluHawk is a tribute to the alma maters of our founder, Greg Bennett.

It symbolizes the values of excellence and integrity that we uphold in our wealth management services.

Our Perspective

As we grow older and have more and more life experience, we realize that this life, this gift, is truly brief and fleeting. At BluHawk Wealth Management our desire is to help you have the success you and your family desire for your financial life, for those about whom you care most, so that the legacy of your time reflects your character, desires, dreams, and wise resource management.

The BluHawk Story

Raised in the Midwest, BluHawk Wealth founder Greg Bennett earned his undergraduate degree as a “Hawkeye” at the University of Iowa. He later donned the “Duke Blue” and achieved an MBA at Duke University in the mid-nineties. Combining his practical work ethic and formal education/training with nearly three decades of experience in financial management, Greg formed BluHawk Wealth Management, LLC in June of 2013.

Our mission is to provide exceptional wealth management guidance with kind, compassionate, highly competent, and client-focused advice and services. We strive to offer excellence in financial wisdom and individually crafted solutions with a comprehensive and efficient value-add methodology.

Here for you, every step of the way.

Independent, Not Alone

LPL Financial is an independent broker/dealer, and therefore does not offer proprietary investment, insurance or banking products. This enables partners such as BluHawk Wealth Management, LLC to offer the client professional advice and service.

Sophistication

We strive to keep things simple, yet offer value-add touches for our clients by providing both streamlined and personal service — such as paperless reporting, esignature software/integrated financial, investment tax planning, and risk management tools and analysis.

Client-Oriented

Our approach is centered around you, the client. We listen attentively to your dreams and aspirations, helping you articulate your goals and charting a path to turn them into reality.

Dual Success

Our success is measured by your success. When you entrust us with your financial affairs, you can rest assured knowing that we are fully dedicated to your best interests.