Testimonials

A few years back, a trusted friend told me about her experience with Greg Bennett as she started down her path to retirement. She gave me his business card and I held on to it knowing that soon, we would need to seek some guidance in our own retirement. In November 2019, my husband and I met with BluHawk Wealth Management and started our journey toward retirement in 2023. Greg spent time getting to know us to understand our family relationships, our priorities and most importantly, how our dream would look for us financially in retirement.

Greg also allowed us to get to know the human side of him to understand that we were in alignment with our beliefs and that he had our best interest in setting us up for and through this last chapter in our lives. We had some work to do to get there so it would be a “happy” retirement! Greg thoroughly explained the financial aspect on the ways to invest our hard-earned savings, about bear and bull markets, projections short term and long term and how to prepare ourselves for the future.

Although affiliated with a large corporation, Greg takes the communication and caring to an intimate level which is what we want for our wealth management plan. We set up meetings to check in periodically to ensure we are still on track, no major changes that would affect our choices financially and making sure we are enjoying our retirement.

Greg and his team have adapted electronically for appointment setting, document signing and Zoom meetings which has allowed for convenient ways to communicate and transact our business-no matter where we are in this fun filled retirement life! Knowing that we trust Greg to be straight forward with us in this crazy time of ups and downs, gives us the security that he and Austin are keeping a pulse on what is happening and doing their best to inform us and set us up for success. This gives us the peace of mind to enjoy life to the fullest in this ever-changing financial world.

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)

A true testimonial to the strength of the Financial Planner/Client relationship can best be summarized by the tenure of that relationship. I am proud to say that I have been investing with Greg Bennett for over 20 years. His professionalism and communication, during good and bad economic conditions, has made this an easy decision for me and my family. I look forward to 20 more years and have Greg to thank for a clear path to my short- and long-term financial goals.

- J.P. C.
Chief Financial Officer
(12/9/2024)

I am writing to provide my enthusiastic recommendation for Greg Bennett as a wealth manager. Over the course of our relationship, Greg has proven himself to be an exceptional professional whose integrity, expertise, and dedication set him apart in the financial services industry.

In the complex world of wealth management, losses and gains are part of the journey, and Greg has been a steady, reassuring presence throughout. He approaches every situation with honesty and transparency, ensuring I always have a clear understanding of my financial position and the rationale behind his recommendations. His keen understanding of the financial markets and ability to anticipate trends have been instrumental in helping me over time.

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.

He is backed by an outstanding team, including Austin and Brittany, whose professionalism and responsiveness amplify the quality of service Greg provides. Together, they create a seamless experience that reflects a genuine commitment to client success.

I have worked with other wealth managers in the past, and I can confidently say that all are not created equal. Greg separates himself from the pack by combining technical expertise with a personalized, client-focused approach that fosters trust and long-term relationships.

I wholeheartedly recommend Greg Bennett to anyone seeking a wealth manager who is not only highly skilled but also genuinely invested in their clients’ financial well-being.

- Jim and Barb C.
Retired, Business Owners
(12/3/2024)

After struggling for many years to accumulate and manage wealth, we became aware that a trusted friend was starting his own firm – one for the good of the investors and not for the mere selling of programmed investment campaigns or instruments determined by a central office.

The change in approach was very appealing to us, as we believe in a long-term partnership where we can both win together. Honesty, discipline, communication, execution – he’s earned our trust. We are grateful for him and the BluHawk team and have no hesitation in recommending their services with complete trust.

- Josef & Regina P.
Retired, Executive Director
(9/3/2024)

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)

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)

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)

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)