THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER ORANGE COUNTY, CA AREA

JEFFREY CERNY

Principal Owner

Redhawk Wealth Advisors
Jeffrey Cerny
  • jeffrey.cerny@atlaswmg.com

  • (949) 748-7535

  • 2372 Morse Ave, Irvine, CA 92614

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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We do not constrain the investment universe to publicly traded stocks and bonds. The goal is for those who join us to be cash flow neutral with an immediate increase in value plus the opportunity to leverage our resources and outside opportunities to grow faster than you have in the past.

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Our software will organize and consolidate all your accounts wherever they are held.  Balances and activity are tracked and updated daily.  The investment tracker provides real time data, current holdings, current values, and balance history.  Assets are analyzed everyday against plan objectives.  Over time you situation will change, the markets around us will change, and your goals may even change. We evaluate and interpret data to provide advice specific for you.

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Protecting capital is important everyone.  These economic times are unprecedented  We are at an inflection point headed into uncharted territory.  The key is to be loss averse rather than risk averse.  Investors make money during economic booms but lay the foundation for that wealth creation during uncertain times like we are currently experiencing.  Don't abandon asset allocation- embrace it!  keep a portion of in liquid securities like stocks and bonds, keep a portion in real estate, and grow your wealth in private markets in a less risky diversified way. The key difference is to book the profit on a regular basis.  When market or economic conditions change you shift from one asset class to another to achieve the best possible rates of return.  This simple strategy keep the account fully invested in the highest performing asset classes during bull trends and the highest performing asset classes or cash in the bear trends.

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We invite you to discover and experience the power of our services.  Schedule an interview with an investment advisor, do your due diligence, and invest in one account.  

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
fiduciary-shield

Contact Our Local Representative

If you need immediate assistance, call us at 952.835.4295

Our Headquarters Location

We can meet with you during normal business hours or by appointment in the evenings or on weekends.  Just let us know what your scheduling requirements are.

Main Office

REDHAWK WEALTH ADVISORS, INC

7700 France Ave. S, Suite 430, Minneapolis, MN 55435

Phone: 952.835.4295

Redhawk

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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