Awareness Wealth Advisors, INC.

Awareness Wealth Advisors is a registered investment advisor providing personalized asset management and financial planning services. The firm takes a top-down and bottom-up approach to portfolio construction, focusing on individual client goals and risk tolerances. Services are generally provided on a discretionary basis, meaning Awareness Wealth Advisors makes investment decisions on behalf of clients, though non-discretionary arrangements are available in limited circumstances. The firm also offers a wrap fee program through Charles Schwab, where certain transaction costs are included in the management fee. Awareness Wealth Advisors serves individuals, families, trusts, charitable organizations, and businesses.