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Certified Financial Planner
Certified Financial Planner
Certified Financial Planner
Member Application

Welcome to Hawk100!

I am pleased to invite you to apply for Hawk100 membership.

I founded Hawk100, an independent wealth adviser, to help align wealth with life for individuals, families and organizations.

At Hawk100, we believe you deserve a level of service that transcends traditional wealth advice, so we offer a membership experience that can be personally and financially rewarding. We reserve membership exclusively for 100 clients who desire a comprehensive approach to align their wealth with their life. Through membership, we endeavor to provide each member with the detailed personal attention you deserve.

When you become a Hawk100 member, we will create Your Wealth Alignment PlanSM— which serves as the cornerstone of our wealth advice and strategically aligns your wealth to enable and support your life—and will provide continuous, discretionary investment advice. Hawk100 offers the choice of two service levels to align our services with your demands.

HawkHuntSM best serves Members who require or desire complex wealth advice. Members who select HawkHunt desire efficiently diversified, professionally managed portfolios enhanced with individual securities and risk management techniques. With our compliments, HawkHunt provides the full resources available through Hawk100.

HawkNestSM best serves Members who require or desire essential wealth advice. Members who select HawkNest desire efficiently diversified, professionally managed portfolios. For a fee, HawkNest provides access to additional wealth advisory services through Hawk100.

Please carefully consider your responses on your Member Application to guide development of Your Wealth Alignment Plan and help us recommend the service level to best serve you.

After receiving your Member Application, your Hawk100 wealth advisor will contact you to arrange a complimentary consultation to begin aligning your wealth with your life.

Warmest regards,

Hawk100
Richard Clemens, CFA CPA
President

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