White Hawk Wealth Management

06/16/2026

GREAT NEWS TO SHARE!
On May 11th, White Hawk Wealth Management successfully registered with the SEC. We are now a Registered Investment Advisor (RIA) and FULLY independent!
As part of this transformation, we transitioned all of our clients to Charles Schwab as our new Custodian.

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