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The Awaken Wealth Approach to Wealth Management

Inspiring Intentionality Through Partnership and Trust

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Why We Believe in the Awaken Approach

We believe that the approach to an individual’s wealth management should be just that, individual. Your story is unique, filled with values, goals, and dreams that will span decades of time, leaving a legacy for generations to come.

Our approach is to be there with you as you live out your values, achieve your goals, and realize your dreams. We are your partners in wealth management services, working together to keep your financial plans on track throughout every season of your life and beyond.

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AWAKEN

The emergence of knowledge and best practices, rising up for ones purposes.
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WEALTH

Resources entrusted to us to live a fulfilling and complete life.
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PARTNERS

One who journeys alongside you, helping to navigate life’s riches and challenges.

The Significance of the Awaken Wealth Partners Logo

Our logo tells our story. The colors are intentional, blue and gold, representing abundance in both wealth and life. More importantly is what’s at the core of our logo, the letter P for Partners.

We are Awaken Wealth Partners. To us, that’s more than just a name; it’s a philosophy we live by. Our goal is to inspire intentionality, partnering with you, intentionally setting and achieving your financial goals in every phase of life, throughout your life.

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  • GET IN TOUCH WITH US

HOUSTON | 281-816-5051

KINGWOOD | 281-358-0134

Peachtree City | 770-460-5421

IMPORTANT CONSUMER INFORMATION

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Disclosures:
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Awaken Wealth Partners are not affiliated companies.

DISCLOSURES

THRIVENT PRIVACY & SECURITY POLICY

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Check the background of our representatives on FINRA’s BrokerCheck.

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