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You're Here for a Reason We're Here to Support You ...Because ther's So Much More And We Only Have One World

Welcome to Conscious Capital
Wealth Management

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™
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Advisor Empowerment

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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