How We Work
Hawkwind is built around a simple idea: thoughtful financial advice should be personal, transparent, and aligned with your life.
We work with clients through ongoing wealth management relationships, with advisory fees generally based on assets under management. For clients who need focused planning rather than ongoing investment management, six- or twelve-month project-based financial planning engagements may also be available for a flat retainer fee, based on the complexity of the planning involved. There are no one-size-fits-all solutions—our work begins by understanding what matters to you, where you are today, and what you want your wealth to make possible.
While your relationship with Hawkwind remains highly personal, you are not limited to the resources of a traditional boutique practice. Through our strategic partnership with Visionary Horizons, a Community Family Office™ platform, we draw on broader planning, investment, operational, and family office-style resources when appropriate. The result is an intentionally structured experience: direct access to an advisor who knows you well, supported by the depth and infrastructure to help address more complex financial lives.
You’re navigating the “sandwich generation.”
You’re balancing your own retirement goals while helping aging parents, supporting children, saving for college, and trying to make thoughtful decisions for everyone who depends on you.
You’ve spent years saving… but retirement still feels uncertain.
You’ve done what you were “supposed” to do — worked hard, contributed to your retirement accounts, invested consistently — and yet the thought of stepping away from your career feels both exciting and intimidating. Sometimes what you need isn’t another projection. It’s confidence.
You want your investments to reflect what you believe.
You understand that every investment is an expression of ownership. You’re interested in aligning your portfolio with your principles without losing sight of disciplined, long-term investing.
You believe success should create opportunity — not just wealth.
For your family. Your community. The causes you care about. And the life you’re intentionally building.