White Hawk Wealth Management

02/05/2026

Understand how the Roth Conversion works and whether or not you should be considering it as a retirement planning strategy? Check out the latest video from J.D.:

https://youtu.be/8R9BpeLBOAs

01/07/2026

A look in the rear-view mirror (2025) and a look ahead (2026)... Letter to our Clients.

Email from White Hawk Wealth Management We appreciate you taking the time to read through this! A Glance in the Rear View Mirror (2025) and Looking Ahead (2026) 2025 was a great year for White Hawk We

01/05/2026

Started this process in November of 2023. After a long process and a good attorney, we were able to get White Hawk Wealth Management trademarked!

12/24/2025

Wishing you a very Happy & Healthy Holidays and New Year! We hope that you find some time to spend with your loved ones. If you haven't seen our UPDATED website... check it out: www.WhiteHawkWealth.com

11/26/2024

🍗🏈💛 Proud and THANKFUL to be Serving Our Clients,
Your White Hawk Wealth Team
J.D., Cameron, and Jennifer

06/28/2024

GREAT NEWS! 🎥 🎬 You can now watch the replay of our 1st webinar of 2024: "Creating a Tax-Free Retirement". You can easily jump to the sections that are important to you and we hope that you find it educational. Featuring J.D. White, CFP®, CRPC®, AWMA®, AAMS® and Cameron Dye, CFP®. Special appearance by our new Client Services Administrator, Jennifer Ziegler, whom is not on Facebook.

https://www.youtube.com/watch?v=qki1K45O6T0&t=13s

Come join us as we discuss shifting money from taxable accounts to tax-free accounts to better manage your lifetime tax bill. 💪 🤓 What you will learn:* How...

03/21/2024

45 MINUTES FROM NOW - Last chance to jump in and join us for some education on Creating a Tax-Free Retirement!

Jump in here:

https://us02web.zoom.us/meeting/register/tZUtd-igqj0vEtIyZr-gSkfrbsV-ja1V-Pp6

03/11/2024

🎉 March 21st, 2024 at 9AM MST 🎉

Come join us as we discuss shifting money from taxable accounts to tax-free accounts to better manage your lifetime tax bill. 💪 🤓

Here is the Link to Register:

https://us02web.zoom.us/meeting/register/tZUtd-igqj0vEtIyZr-gSkfrbsV-ja1V-Pp6 #/registration

What you will learn:

➡ How your funds get taxed now and in retirement

➡ Ways to shift funds into the Tax-Free Bucket

➡ Real-World situations that illustrate reasons for AND against doing Roth Conversions

➡ The Art of the Back-Door Roth IRA Contribution

➡ The Art of the Roth Conversion

➡ And MORE!

Logistics:

📢 The Webinar will be held on Thursday, March 21st at 9AM MST.

🤩 GRAB A SEAT TODAY - https://us02web.zoom.us/meeting/register/tZUtd-igqj0vEtIyZr-gSkfrbsV-ja1V-Pp6 #/registration

J.D. White
Cameron Dye

01/29/2024

Huge shout out to Cameron Dye for organizing the first annual blood drive hosted here at White Hawk Wealth Management office in Broomfield to support Children’s Hospital Colorado! They were able to get all of the time slots filled-up and several cookies and rice crispy treats were consumed. THANK YOU to everyone that supported the cause, and we look forward to doing this again in 2025.

12/21/2023

https://conta.cc/4aySOTV

Every donation helps! Many of you know, but many may not, that in 2020 Cam’s daughter Lucia was diagnosed with a brain tumor. She is doing amazingly well, and living a normal life now, but they spent

09/11/2023

Always remember... never forget. Our hearts will always be with the families impacted by this horrific event.

08/14/2023

We would love it if you could swing by to see the new office space! Interior signs might still be pending installation in which case take an immediate left when you exit the elevator at the 3rd floor.