Testimonials

After working 36 years in the corporate world and navigating the complexities of self-directed investing, my wife and I knew we needed expert financial guidance as we approached retirement.

Our search led us to Greg Bennett, and from the very start, we’ve had no regrets. Greg quickly built a relationship grounded in trust, clear communication, and a deep respect for our investment goals. He consistently demonstrates gratitude for his clients, interacts with genuine authenticity, and takes real joy in his clients' financial and personal successes. We truly couldn’t imagine a better person to have on our retirement team!

- Jeff M.
Retired, Regional Director
(8/1/2024)

As retired physicians, we have utilized the financial advisory services of 4 separate providers over the past 35 years. All of these were affiliated with large mainstream national broker corporations. Our relationship with BluHawk began 6 years ago in 2018. Based on these cumulative experiences we have found BluHawk to be the best performing management service by far. Greg Bennett has created a highly organized and integrated group which is exceptionally accessible and accountable for our portfolio. The systems and procedures have been honed to perfection to allow convenient online access to our accounts.

For individuals with little financial expertise such as ourselves, his team uses simplified methods and terms (such as “miles per hour”) to summarize the risk/reward balance for our overall investment picture. There has been a process of continuous advancement in the informational and investment systems utilized by BluHawk. Most importantly, 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. In short, we cannot imagine a better management team.

- Peter & Susan B.
Retired, Physicians
(8/2/2024)

When we think of our family’s three-generation relationship with Greg Bennett and BluHawk Wealth Management, several words come to mind. The first—integrity. Greg is to-the-core honest, and his principled professional advice builds a trust that inspires confidence in his ability to manage our investments. Greg’s extensive financial knowledge and his experience have provided us with a secure retirement plan, and a vehicle to build potential legacy wealth for our children. Secondly, Greg’s management of BluHawk is transparent and efficient. We have always felt that we are “in charge” of our investment portfolio, and Greg works within the framework that we have established. However, he does not hesitate to listen and advise us should we need to make changes.

Greg and his team provide comprehensive investment assessments, and no question is off the table. Greg, along with Austin, the newest advisor to the firm, has curated a staff that reflects his commitment to excellent client service. Brittany and Sam are the “behind the scenes” force, responding efficiently and quickly to client inquiries. Although there are many other words that could be used to recommend Greg Bennett and BluHawk, none is more important than friend. Through our family joys as well as in times of grief, in the many years that we have been associated with his firm, we have never, not once, doubted that he had our best interest at heart. And that is rare and precious.

- Ellen S. and Kathryn T.
Educators
(8/8/2024)

I recently had the pleasure of working with Greg Bennett and Austin Lytle from BluHawk Wealth Management, and I couldn't be happier with their service. From the start, it was clear they were committed to providing top-notch financial advice.

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, which I really appreciated. They also helped me out with a sell versus rent analysis for my townhouse. Their expertise and insights were incredibly helpful in making my decision. Overall, my experience with BluHawk Wealth Management has been fantastic. Greg and Austin are professional, dedicated, and really know their stuff. I highly recommend them to anyone looking for great financial advice and planning. They're definitely a 5-Star operation!

- Carlos N.
Vice President, Marketing
(8/8/24)

I have had my investment savings and retirement funds with Greg Bennett since 2007. My experience with him has been one of not only an advisor but also a friend. The service and advice provided for my accounts has been outstanding and very much a positive experience.

I know that Greg has clients with way more money than I have but during our conversations, he has always treated me like I was the most important person in the room. The respect and guidance that he has shown over the years is greatly valued and appreciated.

- Christine K.
Retired, Healthcare Equipment Planner
(8/12/2024)