Wealth Management Services

Investing isn't just a product, it's a process. What do you want your money to do for you?

The professional advisors at Blackhawk Wealth Advisors offer a wide range of services; from financial planning and wealth accumulation, to college and college planning. We utilize the extraordinary breadth of banking, investment, insurance and trust services provided by Raymond James Financial Services, Inc. to help you achieve your objectives. No matter what your investment style may be, we can tailor solutions designed to meet your specific goals.

Wealth Management for Individuals

To help meet your financial goals, we're associated with one of the premiere financial service companies in the United States — Raymond James Financial Services Inc., member FINRA/SIPC. Over the past 4 decades, Raymond James has built a national reputation as a leader in financial planning for individuals, corporations and municipalities. With approximately 8,600 financial advisors in the United States and internationally (as of 6/30/2022) its asset management subsidiaries currently manage approximately $1.13 Trillion.

With Blackhawk Wealth Advisors, clients can choose from the broadest spectrum of investment opportunities available in today's market, including:

  • Common and Preferred Stocks
  • U.S. Government Bonds
  • Tax-Advantaged Municipal Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Life Insurance
  • Qualified Retirement Plans
  • Estate Valuations
  • Asset Allocation Modeling
  • Online Account Access and Trading
  • Stock Option Financing
  • Money Market Investments
  • Mortgage Backed Securities
  • Corporate Bonds
  • Fixed-Rate and Variable Annuities
  • Real Estate Investment Trusts
  • IRAs, 401(k)s, Retirement Distribution Option Strategies
  • Professional Money Management
  • Financial Planning
  • Equity Research Reports and Portfolios
  • Long Term Care and Disability Insurance

Wealth Management for Business

At Blackhawk Wealth Advisors, we have the expertise to help business owners manage and establish their company and their wealth. We offer a wide array of wealth management services for businesses large and small, such as:

  • Investment Management through RJFS
  • Employee Benefits
  • Business Insurance
  • Financing Strategies
  • Risk Management

Your Financial Advisors

David White, Financial Advisor

815.544.6170 | David.A.White@RaymondJames.com 
2141 N. State St. Belvidere, IL Inside Blackhawk Bank
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Carrie Loven, CFP®, AAMS, Financial Advisor

815.877.2468 | Carrie.Loven@RaymondJames.com
2475 N. Perryville Rd. Rockford, IL Inside Blackhawk Bank

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Jim Rose, Financial Advisor

608.299.3460 | Jim.Rose@RaymondJames.com
400 Broad St. Beloit, WI Inside Blackhawk Bank

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Check the background of this firm on FINRA's BrokerCheck .

Blackhawk Bank and Blackhawk Wealth Advisors are not registered broker-dealers and are independent of Raymond James Financial Services.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA / SIPC , an independent broker/dealer, and are not insured by FDIC, any other government agency, or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the loss of principal.

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investments outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

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Health Savings Accounts

An HSA is an account where you can save money, earn interest, and spend money all on a tax-free basis as long as the money is being spent for qualified medical expenses.

Learn more about HSAs, here.