My checklist when writing any educational or informative article is simple. It must pass my 3 criteria: Is it timely? Is it relevant? And, is it of value?. While I can not be sure what someone may find of value, I can gauge what is timely and relevant. I hope you enjoy my inaugural article in the Walnut Creek City Lifestyle magazine.
Blackhawk Wealth Advisors employs a collaborative, multi-generational model by using tax efficient and risk mitigation strategies to maintain your current lifestyle while meeting your long term needs and goals. BWA brings together all aspects of your financial life with the expertise of ERPE and BAM.
Blackhawk Asset Management
At BAM, we take the research we obtain from ERPE and utilize it to manage our clients’ assets. Our founder, John Gardner, CFP®, CPM®, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. John is one of the nation's approximately 400 Certified Portfolio Managers and has managed billions of dollars in equity portfolios over his professional career since 1984. He has created four effective, proprietary portfolios: Thematic Growth, Strategic Income, Diversified Value, and Global Opportunity, which have helped clients prosper.
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Equity Research & Portfolio Evaluation
Equity Research & Portfolio Evaluation (ERPE) utilizes its propietary approach in analyzing investments. Its proven success researching equities is based on a blend of fundamental and technical analysis. ERPE's time-tested Top 10 Tenets guide the investment process to achieve Portfolio Optimization: This is through minimizing risk without sacrificing return.
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John Gardner Contributes to New Year’s 2026 Top Picks Report
John and Blackhawk Wealth Advisors are honored again to be invited to contribute to this year’s annual MoneyShow’s Top Picks Report. John and 39 other investment professionals, stock analysts and other experts are featured with their best investment ideas for the new year. In this year’s Top Picks Report you will read about 68 unique recommendations for the next 12 months. Each contributor submits on growth investment idea and one investment selection for income.
The MoneyShow has given us a link to this valuable report allowing us to send a FREE GIFT to you. Simply click the link below to download yours. Read more of the article →
