Wealth Management
- Home
- Wealth Management
Investment Approach
How We Build Your Ideal Investment Mix
Risk
There are various types of risk, and each one plays a role in how your net worth should be managed. Understanding your tendencies, tolerance, and capacity for risk as well as the purpose of the investment, is what we’d like to know first.
Desired Use / Purpose
Much like there are four seasons in a calendar year, over time, investments will often experience different seasons as well. For example, during your accumulation years, retirement savings are often seeking growth. Then, over time, as retirement approaches, some of the growth assets may need to shift towards future income. Either way, every season should be known, and every dollar should be earmarked with a purpose.
Taxes
There are only two ways to avoid taxes on income that is contributed to an account, HSA and QCD. All other forms of savings will have a tax implication. Our role is to navigate this for you, all while attempting to lower your projected lifetime tax obligation and increase your tax-adjusted wealth.
Asset Location / Account Type
Did you know that some investments are more efficient than others? Did you know that some account types are more ideal for certain investments, no matter the risk tolerance? Performance is important; however, the right combination of investments and account type, along with objective performance is the goal we seek.
Net Worth
Your net worth is a combination of all your assets. The most important being you. Our goal is to make sure that all aspects of your net worth are supporting what you value most and are complementing your plans.
Investment Guidance with Purpose
Wealth management is about more than managing investments—it’s about aligning your resources with your life.
Investment Guidance Aligned with Your Life
Wealth Management is an ongoing partnership focused on helping you steward your financial resources with clarity, discipline, and long-term perspective. While investment management is a core component, true wealth management extends beyond portfolio performance alone. It involves creating an investment strategy that aligns with your broader financial plan, risk tolerance, lifestyle goals, and future aspirations. Effective wealth management provides structure and guidance through changing market conditions while helping clients remain focused on what matters most over time.
At Awaken Wealth Partners, our wealth management philosophy is rooted in thoughtful decision-making and long-term alignment. We take time to understand your goals, concerns, and priorities before designing an investment approach tailored to your needs. Through ongoing monitoring, communication, and strategic adjustments, we help clients navigate uncertainty while maintaining a disciplined investment perspective. Our role is not simply to manage assets, but to provide guidance, accountability, and confidence throughout every stage of your financial journey.
Core Pillars
Stewardship
Manage wealth responsibly with a focus on long-term financial well-being.
Discipline
Maintain a thoughtful investment approach through changing market conditions.
Partnership
Provide ongoing guidance and support through every stage of life.
How Wealth Management Works
Costs
It’s important to know all costs and what you are receiving for the fee you are paying. Here is our fee schedule.
Investment Philosophy
We adhere to the core satellite portfolio strategy. We also know that individual stocks often play an important role in some scenarios. As a fiduciary, our role is to provide the lowest cost portfolio experience that mirrors your expectations.
Time
We’d prefer to visit with you during the year. We’d like to know how you’re doing and what’s going on in your life. We also know that sometimes that’s difficult. Either way, know that we understand that we are managing your money and therefore we’ll follow your lead.
PERSPECTIVE
Why This Matters
Stay Focused on Long-Term Goals
We help you avoid short-term distractions.
Integrate Investments with Your Plan
Navigate Market Uncertainty
We provide steady guidance through changing conditions.
What brings you here?
I want my account managed for me
You’d prefer working with a team of fiduciaries that put your interests first. You also want to know what you are paying and what you are receiving in exchange for the fees paid.
I have a variety of needs and need help managing the complexities
A future liquidity event, RSUs, stock options, equity in a business, existing investment accounts, taxes, income, generosity, and life. You desire to work with a team that ensures each are complementing your future and supporting what you value most.
Our Process
Understand Your Goals
We align your investments with your life priorities.
Design Your Portfolio
We build a diversified, thoughtful strategy.
Implement & Manage
We monitor and adjust as needed.
Ongoing Guidance
We meet regularly to keep you on track.
FAQs
What is wealth management?
Wealth management is an ongoing partnership focused on managing your investments while aligning them with your broader financial goals and life priorities.
How do you build investment portfolios?
We create diversified portfolios based on your goals, time horizon, risk tolerance, and overall financial plan.
Do you actively monitor investments?
Yes. We continuously monitor portfolios and make adjustments when appropriate based on market conditions, life changes, and long-term strategy.
How do you help during market volatility?
We provide guidance, perspective, and disciplined decision-making to help clients stay focused on long-term objectives during uncertain times.
Is wealth management only about investments?
No. While investments are important, wealth management also includes ongoing planning, coordination, and strategic financial guidance.
How often will we meet?
Meeting frequency depends on your needs, but we believe in maintaining ongoing communication and regular reviews.
Can you coordinate with my CPA or attorney?
Yes. We believe collaboration with your other trusted professionals can help create a more integrated financial strategy.
Let's Steward Your Wealth Together
You don’t have to navigate the markets alone.