Company description
Blackhaw Wealth Management is an independent Registered Investment Advisor based in Austin, Texas. We provide investment advice to private clients, corporations, trusts, and foundations. Our purpose is to serve as a client's chief investment officer and trusted lifetime partner. Because clients place considerable trust in us, we give them our undivided attention—tailoring solutions to meet their needs; managing their assets as if they were our own. As a Registered Investment Advisor (RIA), Blackhaw is legally bound by its fiduciary duty to manage clients' financial assets in a manner that is in their best interest, and to find the most suitable investment opportunities for them. Brokers are not held to the same standard. Learn about the difference and why you should consider working with an Advisor, not just a broker. A lot of firms say they're different, but we really are. Unlike traditional brokerage firms and other financial advisors, we offer: Capability: Our clients want solutions, not sales pitches. In addition to significant professional experience and successful investment management, we have the expertise to provide the investment solutions our clients want and deserve. Independence: As a fee-only financial advisor, we work solely for our clients. We never receive brokerage commissions or referral fees, which mitigates the conflicts of interest other financial services firms may often encounter. Customization: Unlike many brokers and management companies, we don't use generic portfolios. You don't have to be "conservative" or "aggressive," you just have to be you. Specialization: We work with clients that expect a high level of expertise and analytical ability from their financial advisor. To that end, we specialize exclusively in the practice of investment management. Commitment: We are committed to becoming a trusted, indispensable and lifelong partner for our clients. Simplification: We simplify finances and provide consolidated, insightful, reporting of investment holdings and performance for each client.
