Welcome to Conscious Capital
You're Here for a Reason
It is not an accident that you have found us
At Conscious Capital Wealth Management, we love our clients. These are not just words. We are dedicated to supporting you, so you can live your dreams by getting the most out of your life and financial assets. Here are just a couple of ways we we are redefining the investment advisory experience.
- Whole Advisors™. We are revolutionizing the industry with our whole approach to investing, which focuses not only on building wealth, but also supporting all aspects of your life and well-being.
- While you are with us, you will be guided by our Whole Advisors™ that are trained to understand and encourage the drivers for your life's passions and purpose. Each of us are "Here for a Reason" and with that it's our focus to understand that for you and support your journey as you live in your power. You can talk to us about money, meet with wellness coaches, therapists, and receive massages at our Health and Wealth Centers.
Our purpose is to provide a financial advisory organization that incorporates both health and wealth and works with the Whole Person.
We are actively looking to grow our practice. Let's start the conversation.View Our Live Whole Plan™
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When to start? Should I continue to work? How can I maximize my benefit?
Read this overview to learn how financial advisors are compensated.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How does your ideal retirement differ from reality, and what can we do to better align the two?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.