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™
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.