Welcome to Conscious Capital
You're Here for a Reason
INVEST WITH PURPOSE
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 Wealth 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.
We are actively looking to grow our practice. Let's start the conversation.View Our Live Whole Plan™
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For homeowners who think their property taxes are too high, there are ways to appeal.
Learn about the average American budget in this fun and interactive piece.
Don’t overlook the need for renter’s insurance if you rent your home.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A collection of tips from professional travelers.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.