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"Trust is built with consistency."

Lincoln Chafee

About Us

PLAN. GROW. PROTECT.

We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible.

At Silverhawk, our mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment, the opening and closing of financial opportunities, and the existing and evolving government regulations and taxation policies.

LET’S WORK TOGETHER

Nobody keeps a more watchful eye over your worth than Silverhawk. From asset protection and asset management to complex income tax and estate tax strategies and integration, we’re committed to making your money go further. How can we help? We can:

  • Dramatically reduce your taxable income
  • Dynamic Active (real time) asset management
  • Provide for access to increased capital within your business
  • Assist you to improve, protect and preserve your net worth for generations to come

We are financial advisors with more than 40 years of experience advising high-net-worth individuals, closely held corporations, physicians, tax attorneys and CPAs. Silverhawk Private Wealth provides a completely integrated approach to building your wealth, including utilizing today’s most creative portfolio management strategies and asset protection structures enabling you to keep more of your money where it belongs – in your hands. After all, you’ve earned it.

Call Silverhawk today at (480) 296-0200. Because when it comes to your money, we’ll help you get more out of it, keep more of it and protect it like it was our own.

Executive Team

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Paul J. Mershon, CFP®, CLU, ChFC®, RHU
Founder & CEO

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Joe Laux,  CFP®, CPWA®, CEPA®
Certified Private Wealth Advisor®
Director Private Wealth Advisory

Portfolio Management Team

Gregory R. Lai, CFA
Principal, CEO, Lead Portfolio Manager
Affinity Investment Advisors, LLC

Alex Hsiao
COO, Sr. Director Client Engagement
Affinity Investment Advisors, LLC

Private Wealth Advisors

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Paul J. Mershon, CFP®, CLU, ChFC®, RHU
Founder & CEO

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Joe Laux,  CFP®, CPWA®, CEPA®
Certified Private Wealth Advisor®
Director Private Wealth Advisory

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Kaitlyn Laney, CFP®
Private Wealth Advisor

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Zachary Green
Private Wealth Advisor

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Scott Hadley
Private Wealth Advisor

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Harrison Mershon
Private Wealth Advisor

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David Bean, CPA®, CEPA®
Private Wealth Advisor

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Nicholas Fisher, CRPC®
Private Wealth Advisor

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Aaron Headley, CFP®
Private Wealth Advisor

Client Support Team

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Shanna Rivera
Operations Manager

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Alison Brownell
Insurance Support Specialist

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Kimber Prosser
Executive Assistant to Paul J. Mershon

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Robyn Waltz
Executive Assistant to Joe Laux

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Colleen Johnson
Client Concierge

Insurance Specialist

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Brian Vaughn
Insurance Specialist

Let's Start a Conversation

Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255
Orange County Office
5140 Birch Street
Suite 300
Newport Beach, CA 92660
949.207.6036
Memphis Office
5190 Walnut Grove Road
Memphis, TN 38117