Why Awaken Wealth?
Financial
Planners
Financial planning should take all aspects of your financial life into account.
Fiduciaries
Fi-du-ci-what!? It’s simple — unlike many other advisors (surprisingly) we have to act in your best interest.
Evidence
Based
We help you ignore the market’s uncontrollable elements & maximize those that can be managed.
You're Age 45+
You have $500K (or more) in retirement savings.
But you have questions...
Do I have enough to retire?
How can I reduce my taxes in retirement?
Are my investments suitable for retirement?
...and we have answers!
Interested in Working Together?
Schedule a 20-30 minute call/virtual/coffee meeting that will give us a chance to make sure your situation matches our expertise!
What are your financial goals? In this 60-minute meeting, we aim to better understand your needs and what's most important to you
In this meeting you'll receive your One-Page plan that lists our recommendations and identify the value we can add to your financial situation.
Get to Know the Team Working for You
Meet Awaken Wealth's President & Financial Advisor T. Scott Sather (CFP®, CIM®, CKA®, FMA) and our Director of Client Services, Julie Sather!
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