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Joe Laux, CFP®, CPWA®, CEPA®

CEO and President

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 by getting 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 business owners, physicians, and higher net worth families providing education and recommendations that have a dramatic impact on their financial future. Joe has taught at Banner Health in Phoenix, Honor Health in Scottsdale, and Dignity Health in Phoenix to the residency/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 works with many of Arizona’s business owners by his involvement with Entrepreneur’s Organization (EO AZ) as well as Vistage.

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

Joe is constantly expanding his education in the field by adding skill sets and industry designations. The CPWA® designation (Certified Private Wealth Advisor®) is one which has only been awarded to about 2000 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 one of the other certifications that Joe has attained 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.

Come and Work with Us

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