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™
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New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The uncertainties we face in retirement can erode our sense of confidence.
Technology tips to make your next trip even better.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?