Joe Laux III, CFP®, CPWA®, CEPA's Linkedin Analytics

Joe Laux is part of a private wealth advisory team that works with successful business owners and professionals who among other things aspire to a work optional lifestyle. Joe partners with other advisors such as CPAs, Estate Planning Attorneys, Business Attorneys to help clients save money on taxes through creative strategies. If you haven't worked with us yet, you are behind the curve. This can help both you and your clients. Silverhawk Private Wealth utilizes comprehensive financial solutions for high net worth, high income individuals to protect and grow wealth. We don't feel that clients should be in the stock market only and have implored the TRIA Formula to help with risk mitigation and yet not inhibit returns. We strategize with Doctors with incomes above $250k and business owners that have $1MM+ in profits. This allows clients to keep more money in their pocket for whatever comes their way. Joe also provides exit planning services in the Scottsdale area that provide strategies to lower middle market companies. Silverhawk Private Wealth knows that exit planning is simply good business strategy. Exit planning is often used synonymously with succession planning and business consulting, but exit planning encompasses those and more, helping business owners to build stronger management teams, more profitable revenues, less business risk, and more wealth outside the business. Visit http://www.silverhawkfinancial.com to learn more. Want to Get in Touch with Joe: [email protected] (480) 246-3303 ______________ Joe lives in Phoenix, Arizona with his wife Kimberly and his sons, Logan and Duke. They have two dogs, Bo and Marley... All of which keep them on their toes. As he continues to build his practice his focus is to leave clients in a better financial situation than when he first meets them. Specialties: I specialize in working with Business Owners and High Net Worth individuals to help with their overall financial security. Always looking ahead for clients from all angles and how it will affect their financial future. Taxes change, laws change, products change...are you keeping up? ---------------- -Asset Protection -Funding Buy/Sell & Buyout agreements -Exit Planning and Transition Planning -Protecting income -Protecting families -Dynamic Asset Management -Active Money Management -Insurance review and design