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Joe Laux Iii, Cfp®, Cpwa®, Cepa Email & Phone Number

Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners at Silverhawk Private Wealth
Location: Scottsdale, Arizona, United States 8 work roles 7 schools
1 work email found @silverhawkfinancial.com 2 phones found area 480 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@silverhawkfinancial.com
Direct phone (480) ***-****
LinkedIn Profile matched
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Current company
Silverhawk Private Wealth
Role
Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners
Location
Scottsdale, Arizona, United States
Company size
34 employees

Who is Joe Laux Iii, Cfp®, Cpwa®, Cepa? Overview

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Quick answer

Joe Laux Iii, Cfp®, Cpwa®, Cepa is listed as Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners at Silverhawk Private Wealth, a with 34 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at silverhawkfinancial.com, phone signal with area code 480, and a matched LinkedIn profile for Joe Laux Iii, Cfp®, Cpwa®, Cepa.

Joe Laux Iii, Cfp®, Cpwa®, Cepa previously worked as Chief Executive Officer | Managing Partner | Certified Private Wealth Advisor at Silverhawk Private Wealth and Member at Lion Street. Joe Laux Iii, Cfp®, Cpwa®, Cepa holds Certified Private Wealth Advisor® Certification, Financial Planning And Services from The University Of Chicago Booth School Of Business.

Company email context

Email format at Silverhawk Private Wealth

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{first}@silverhawkfinancial.com
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AeroLeads found 1 current-domain work email signal for Joe Laux Iii, Cfp®, Cpwa®, Cepa. Compare company email patterns before reaching out.

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Profile bio

About Joe Laux Iii, Cfp®, Cpwa®, Cepa

As the CEO of our private wealth firm, I specialize in assisting successful business owners and professionals to achieve a work-optional lifestyle. My team and I are dedicated to providing comprehensive financial solutions designed to protect and grow the wealth of high-net-worth and high-income individuals.What We DoOur approach involves partnering with a network of trusted advisors, including CPAs, Estate Planning Attorneys, and Business Attorneys, to create and implement innovative tax-saving strategies. These collaborative efforts ensure that our clients can maximize their financial potential and secure their future.At Silverhawk Private Wealth, we believe that diversification is key. We utilize the TRIA Formula, a strategy that can mitigate risk without compromising potential returns, helping our clients so they are not solely reliant on the stock market. Exit Planning ExpertiseIn addition to wealth management, we provide specialized exit planning services. These services are tailored to lower middle-market companies and focus on building stronger management teams, increasing profitable revenues, reducing business risks, and creating more wealth outside the business. We believe exit planning is synonymous with good business strategy and essential for long-term success.Our mission is to simplify complex financial decisions.Joe lives in Phoenix, Arizona, with his wife Kimberly and his sons, Logan and Duke. They have two dogs, Marley and Saylor, which keep them on their toes. As he continues to manage his practice, he focuses on leaving clients in a better financial situation than when he first met them.I am always looking ahead for clients from all angles and how it will affect their financial future. Taxes change, laws change, products change—are you keeping up?-----------------Asset Protection-Funding Buy/Sell & Buyout agreements-Exit Planning and Transition Planning-Helping Protect income-Helping Protect families-Dynamic Asset Management-Active Money Management-Insurance review and design

Listed skills include Certified Financial Planner, Strategic Financial Planning, Investments, Estate Planning, and 15 others.

Current workplace

Joe Laux Iii, Cfp®, Cpwa®, Cepa's current company

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Silverhawk Private Wealth
Silverhawk Private Wealth
Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners
Scottsdale, AZ, US
Website
silverhawkfinancial.com
Employees
34
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8 roles · 22 years

Joe Laux Iii, Cfp®, Cpwa®, Cepa work experience

A career timeline built from the work history available for this profile.

Financial Planner | Asset Management | Asset Protection | Helping Physicians And Business Owners

Silverhawk Private Wealth

Scottsdale, Az, Us

Chief Executive Officer | Managing Partner | Certified Private Wealth Advisor

Current
Silverhawk Private Wealth

Scottsdale, Az, Us

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Specific tax, legal, or other professional advice is not provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Jan 2022 - Present

Financial Planner | Asset Management | Asset Protection | Helping Physicians And Business Owners

Current
Silverhawk Private Wealth

Scottsdale, Az, Us

Silverhawk specializes in wealth advisory for people that have a higher sense of purpose but the go to work because they want to and not that they always will have to. The team can help business owners to find opportunities to reduce income tax liabilities and have greater access to capital for growth of the enterprise, Employee Stock Ownership Plans (ESOP), the use of Captive Insurance Companies, and Dynasty trust planning for preserving family wealth for generations.With Joe's experience in financial services, he helps high income business owners and high net worth individuals on ways to effectively improve net worth, protect assets, and prepare clients for a successful financial future. Through the use of investment vehicles, insurance vehicles, and comprehensive planning techniques, Joe can help to put a person in a better financial situation than they typically are in. Silverhawk is staffed with additional resources including: tax attorney, CPA, and asset management specialists.Joe is an investment advisory rep of Silverhawk Asset Management.

Jun 2010 - Present

Member

Current
Lion Street

Austin, Texas, Us

An Elite Network of Life Insurance and Wealth Management Firms Focused on High-Net-Worth and Corporate Clients

Apr 2021 - Present

Financial Representative | Connecting Families & Professionals With Their Goals

Northwestern Mutual

Milwaukee, Wi, Us

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.By using Life Insurance, Disability Insurance, and Long Term Care Insurance to cover risk management, my clients have the peace of mind that there is a base to build on.We help people hit their goals with the use of retirement strategies, mutual funds, and other investment ideas.

2005 - Aug 2010

Pastry Chef | Using Creativity To Make Food Look And Taste Delicious

Desert Highlands Country Club

After accepting the career with Desert Highlands, I realized that I needed to make some changes in my life and have moved into a career that I am helping people in a different manner.

Nov 2005 - 2006

Pastry | Combining Passion With Attention To Detail

T. Cooks

Baking is a Science. With the right ingredients and the right passion, you can turn a few simple things into amazing treats.

Mar 2003 - Nov 2005
Team & coworkers

Colleagues at Silverhawk Private Wealth

Other employees you can reach at silverhawkfinancial.com. View company contacts for 34 employees →

BW Bryan Webb, Mba Bryan Webb, Mba Colleague at Silverhawk Private WealthPhoenix, Arizona, United States View → SR Shanna Rivera Shanna Rivera Colleague at Silverhawk Private WealthGreater Phoenix Area, United States View → JH Josh Hoag Josh Hoag Colleague at Silverhawk Private WealthLitchfield Park, Arizona, United States View → KJ Kelly Jackson Kelly Jackson Colleague at Silverhawk Private WealthScottsdale, Arizona, United States View → RW Rhiana Whitmire Rhiana Whitmire Colleague at Silverhawk Private WealthGreater Phoenix Area, United States View → RT Ryan Thompson, Cima® Ryan Thompson, Cima® Colleague at Silverhawk Private WealthScottsdale, Arizona, United States View → RT Rina Teufel Rina Teufel Colleague at Silverhawk Private WealthScottsdale, Arizona, United States View → TD Thomas Doolittle Thomas Doolittle Colleague at Silverhawk Private WealthPhoenix, Arizona, United States View → SR Shanna Rivera Shanna Rivera Colleague at Silverhawk Private WealthGreater Phoenix Area, United States View → RJ Ranada Jaeger Ranada Jaeger Colleague at Silverhawk Private WealthScottsdale, Arizona, United States View →
7 education records

Joe Laux Iii, Cfp®, Cpwa®, Cepa education

Certified Private Wealth Advisor® Certification, Financial Planning And Services

The University Of Chicago Booth School Of Business

Certified Financial Planning Designation, Financial Services

American College

Business, Marketing

W. P. Carey School Of Business – Arizona State University

Degree, Scottsdale

Scottsdale Leadership

Culinary Arts, Culinary

Arizona Culinary Institute

College Prep

Brophy College Preparatory

Education record

Olph
FAQ

Frequently asked questions about Joe Laux Iii, Cfp®, Cpwa®, Cepa

Quick answers generated from the profile data available on this page.

What company does Joe Laux Iii, Cfp®, Cpwa®, Cepa work for?

Joe Laux Iii, Cfp®, Cpwa®, Cepa works for Silverhawk Private Wealth.

What is Joe Laux Iii, Cfp®, Cpwa®, Cepa's role at Silverhawk Private Wealth?

Joe Laux Iii, Cfp®, Cpwa®, Cepa is listed as Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners at Silverhawk Private Wealth.

What is Joe Laux Iii, Cfp®, Cpwa®, Cepa's email address?

AeroLeads has found 1 work email signal at @silverhawkfinancial.com for Joe Laux Iii, Cfp®, Cpwa®, Cepa at Silverhawk Private Wealth.

What is Joe Laux Iii, Cfp®, Cpwa®, Cepa's phone number?

AeroLeads has found 2 phone signal(s) with area code 480 for Joe Laux Iii, Cfp®, Cpwa®, Cepa at Silverhawk Private Wealth.

Where is Joe Laux Iii, Cfp®, Cpwa®, Cepa based?

Joe Laux Iii, Cfp®, Cpwa®, Cepa is based in Scottsdale, Arizona, United States while working with Silverhawk Private Wealth.

What companies has Joe Laux Iii, Cfp®, Cpwa®, Cepa worked for?

Joe Laux Iii, Cfp®, Cpwa®, Cepa has worked for Silverhawk Private Wealth, Lion Street, Vistage Worldwide, Inc., Northwestern Mutual, and Desert Highlands Country Club.

Who are Joe Laux Iii, Cfp®, Cpwa®, Cepa's colleagues at Silverhawk Private Wealth?

Joe Laux Iii, Cfp®, Cpwa®, Cepa's colleagues at Silverhawk Private Wealth include Bryan Webb, Mba, Shanna Rivera, Josh Hoag, Kelly Jackson, and Rhiana Whitmire.

How can I contact Joe Laux Iii, Cfp®, Cpwa®, Cepa?

You can use AeroLeads to view verified contact signals for Joe Laux Iii, Cfp®, Cpwa®, Cepa at Silverhawk Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Joe Laux Iii, Cfp®, Cpwa®, Cepa attend?

Joe Laux Iii, Cfp®, Cpwa®, Cepa holds Certified Private Wealth Advisor® Certification, Financial Planning And Services from The University Of Chicago Booth School Of Business.

What skills is Joe Laux Iii, Cfp®, Cpwa®, Cepa known for?

Joe Laux Iii, Cfp®, Cpwa®, Cepa is listed with skills including Certified Financial Planner, Strategic Financial Planning, Investments, Estate Planning, Insurance, Life Insurance, Retirement Planning, and Disability Insurance.

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