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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

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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Stop Wasting Money

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One way to find money is to examine your current spending habits and eliminate money wasters.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Pre-Retirement Checklist

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Systematic Withdrawals in Retirement

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Is Term Life Insurance for You?

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Four Steps to Valuing an Estate

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Self-Employed Retirement Plans

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

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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