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™
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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Your credit score may influence how much you pay for auto and home insurance.
Calculating your potential Social Security benefit is a three-step process.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.