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

As the CEO of our private wealth firm, I specialize in assisting successful business owners and professionals to achieve a work-optional lifestyle. My team and I are dedicated to providing comprehensive financial solutions designed to protect and grow the wealth of high-net-worth and high-income individuals. What We Do Our approach involves partnering with a network of trusted advisors, including CPAs, Estate Planning Attorneys, and Business Attorneys, to create and implement innovative tax-saving strategies. These collaborative efforts ensure that our clients can maximize their financial potential and secure their future. At Silverhawk Private Wealth, we believe that diversification is key. We utilize the TRIA Formula, a strategy that can mitigate risk without compromising potential returns, helping our clients so they are not solely reliant on the stock market. Exit Planning Expertise In addition to wealth management, we provide specialized exit planning services. These services are tailored to lower middle-market companies and focus on building stronger management teams, increasing profitable revenues, reducing business risks, and creating more wealth outside the business. We believe exit planning is synonymous with good business strategy and essential for long-term success. Our mission is to simplify complex financial decisions. Joe lives in Phoenix, Arizona, with his wife Kimberly and his sons, Logan and Duke. They have two dogs, Marley and Saylor, which keep them on their toes. As he continues to manage his practice, he focuses on leaving clients in a better financial situation than when he first met them. I am 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 -Helping Protect income -Helping Protect families -Dynamic Asset Management -Active Money Management -Insurance review and design