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Silverhawk Private Wealth
Scottsdale, AZ

Joe Laux

CFP®, CPWA®
We are your creative source for wealth accumulation and preservation.
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Meet Joe

Introduction – Joe Laux
Introduction – Joe Laux
The Benefits of the TRIA Formula – Joe Laux
The Benefits of the TRIA Formula – Joe Laux
The Difference Between a Broker and a Fiduciary – Joe Laux
The Difference Between a Broker and a Fiduciary – Joe Laux
Video Transcripts

Joe Laux earned his bachelor’s degree in business from Arizona State University. He continued on to pursue a second degree in culinary arts from Arizona Culinary Institute. After three years in professional kitchens, he decided to take his financial advisors’ suggestion and get back to a role in financial services. He made this career change in 2005 to work with Northwestern Mutual, a Milwaukee-based firm that has been in the…

Joe Laux earned his bachelor’s degree in business from Arizona State University. He continued on to pursue a second degree in culinary arts from Arizona Culinary Institute. After three years in professional kitchens, he decided to take his financial advisors’ suggestion and get back to a role in financial services. He made this career change in 2005 to work with Northwestern Mutual, a Milwaukee-based firm that has been in the financial industry for over 150 years. Joe quickly moved up to a management role while building his own practice with individuals and business owners. During the summer of 2010, Joe transitioned to a position with Silverhawk Private Wealth as a financial planner so that he could service a broader spectrum of his clients’ financial and planning needs in a significantly more comprehensive manner. Today, Joe works with physicians, business owners, and higher net worth families providing education and recommendations that have a dramatic impact on their financial future. Joe teaches at Banner Health in Phoenix, Honor Health in Scottsdale, and Dignity Health in Phoenix to the residency and fellowship programs to help newer physicians with their financial planning needs as they go through these stages in their career. He has also taught groups of business owners through the valley on topics such as business continuation, exit strategy planning, key man protection, buy-sell situations, and tax planning strategies.

Joe spends his free time with his wife and 2 sons along with their two dogs in Phoenix, Arizona. On a personal note, Joe likes to ride road bikes and has participated in several charity rides across the country. He has been involved with multiple charitable organizations including Scottsdale Active 20/30 Club, Scottsdale Leadership, and currently serves on the board of Sigma Alpha Epsilon- Phoenix Alumni Association.

Joe recently achieved two new designations to further expand his education in the field. The CPWA® designation (Certified Private Wealth Advisor® ) was the first which has only been awarded to 1700 advisors across the country. Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach. The CEPA designation (Certified Exit Planning Advisor) is the other certification and is for advisors of business owners specifically. The coursework involved helps with innovative strategies to help owners transition their business and build more value whether they ever go to market or not.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPWA® - Certified Private Wealth Advisor®

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors - Arizona State University-Tempe
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