facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

Your partner in managing wealth to align with your values

Why Awaken Wealth?

Not all financial advisors are created equal.

Financial Planning

Financial planning should take all aspects of your financial life into account.


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 and maximize those that can be managed.

Welcome to Awaken Wealth Management Ltd.

We work hard to simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

  • We believe an advisor should have a profound understanding of the client's values and concerns.
  • We believe wealth management advice should be driven by a clearly defined process, not by financial products and commissions.
  • We believe that it is impossible to accurately predict the future.
  • We believe real wealth is built over time, not overnight.
  • We believe you must control emotions to invest successfully.
  • Most importantly, we believe that you should always know the truth about your finances.

 Our Mission

Our mission is to be the trusted advisor for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each clients' individual circumstances, goals, and objectives. We help our clients make smart financial decisions, and gain confidence in having a secure financial future.

 Our Principles

Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:

  • Honest, transparent, and open communication
  • Highly responsive, professional, first-class service
  • Unbiased, expert, and timely advice
  • Steadfast dedication to our belief that “clients interests always comes first”

We look forward to discussing with you how we can become your family's trusted financial advocate.

“A successful advisory relationship is based on trust, understanding, and open communication. That is what we strive to achieve with every client relationship.”

Get Started