Blackhawk Wealth Advisors

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Blackhawk Wealth Advisors
3860 Blackhawk Rd. Ste. #160
Danville, CA 94506
United States
General information: 

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.

Equity Research and Portfolio Evaluation is a research arm of Blackhawk’s professional wealth advisor. 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.

To share our knowledge and experience about deeper understanding of fundamental security analysis, asset allocation, and financial planner concepts pertaining to managing discretionary portfolios.

Company information: 
Company type: 
Consulting Service
Industry: 
Financial Services
Types of jobs in the company: 
Accounting, Finance
Total numbers of employees: 
50
Products and Services: 
Strategic Income (BAMSI)
Product category: 
Financial Planning

Primary investment objective is current cash flow from income producing investments. Portfolio emphasis on stock dividends, bond interest and option premiums. REIT’s and other traditional income securities considered.

Contact Blackhawk Wealth Advisors for more information about how to hire the best investment advisor.

Diversified Value (BAMDV)
Product category: 
Investment

Primary investment objective is low-to-moderate risk from fundamentally sound equities to achieve a total return from dividends and appreciation. Portfolio emphasis on intrinsically low-to-fair value companies. Selection focus on large-cap issues possessing favorable valuation metrics.

Contact Blackhawk Wealth Advisors for more information about how to hire the best financial planner.

Global Opportunities (BAMGO)
Product category: 
Financial Consultant

Primary investment objective is cash flow and capital appreciation from worldwide investment diversification. Portfolio emphasis on securities benefiting from developed, developing and emerging economies. Overweight to all-cap US multi-national companies generating consistent global earnings and revenues.

Contact Blackhawk Wealth Advisors for more information about how to hire the best financial consultant.

Thematic Growth (BAMTG)
Product category: 
retirement

Primary investment objective is capital appreciation. Growth stock portfolio seeks to benefit from a thematic approach. Concentration on companies, sectors and geographies expected to benefit from prevailing trends, demographic and consumer developments and demands.

Contact Blackhawk Wealth Advisors for more information about how to hire the best retirement planning.

Contact:

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Address information

3860 Blackhawk Rd. Ste. #160
Danville, CA 94506
United States
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