Blackhawk Wealth Advisors

John Gardner is the founder and principal of Blackhawk Wealth Advisors (BWA). In his 35+ years as an investment advisor, John has gained valuable investment insight, experience, and knowledge through working with leading Wall Street wealth management companies before starting BWA. Early on, John discovered that Wall Street was generally about the promotion of proprietary investment products that firms promoted and stockbrokers sold at a high cost. This practice was not always in the client’s best interest, but often profitable to the firm. John knew there had to be a better way. As wealth advisors, financial planners and investment advisors, we strive to understand before we are understood through our guidance process. We ask a lot of questions in order to Evaluate, Educate, and Eliminate to create the right strategies for you to reach your financial life goals. Visit BlackHawk Wealth Advisors for more financial planning. Blackhawk Wealth Advisors employs a collaborative, multi-generational model by using tax efficient and risk mitigation strategies to maintain your current lifestyle while meeting your long term needs and goals. Equity Research and Portfolio Evaluation (ERPE) Equity Research and Portfolio Evaluation is a research arm of Blackhawk Wealth Advisors. Also, ERPE evaluates existing investment portfolios to ensure proper suitability and evaluates them for risk exposure and expenses. ERPE adheres to a rules-based methodology. This proprietary approach has guided John’s successful portfolio management for over 35 years. Blackhawk Asset Management (BAM) Consistently successful portfolio management is largely dependent on diligent research. Blackhawk Asset Management relies on ERPE for security analysis and portfolio evaluation. BAM utilizes global investment market and economic views from ERPE to manage its four core equity portfolios and for diversified asset class allocation. Blackhawk Wealth Advisors (BWA) Throughout his career as a Certified Financial Planner, John formed a vision of a complete investment management and wealth advisory structure. This resulted in a wide-ranging, “big picture” focused and multi-generational capital advisory firm. Thus, BWA was born to serve high net worth families with wealth advice and research based investment management. John greets you to Blackhawk Wealth Advisors and its subsidiaries. He encourages you to plan a session to discuss the BWA approach. Education BS Finance, California State University, Hayward. CFP®, University San Francisco. CPM®, Columbia University.