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™
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are ways to improve your physical fitness without denting your fiscal fitness.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”