Broker Check

Impact Investing

Conscious Capital Wealth ManagementTM is proud to offer sustainable, responsible, impact (SRI) investment options to our Clients. SRI investing offers Clients the ability to align their investment portfolio with their values – from your core investments throughout the investment continuum of your life including Impact and legacy.  We provide people and organizations to make money while making a difference!

Why ESG?:

Environmental Social and Governance (ESG) Integration. Management of environment, social, and governance (ESG) issues can have a material influence on a company's profitability, value and share price. Qualitative ESG analysis offers valuable insight into corporate policies, practices, culture, and impact. Analysis of ESG factors can help illuminate corporate character and identify companies that have potential stronger management than their competitors.

To learn more about conscious investing, please contact us at 860-659-8299 on weekdays between 8:00 AM and 5:00 PM, or by using the email submission feature to the right of this page.

The Firm adapts its recommendations of Model Portfolios and asset allocation to the Client as the needs of the Client change over time, taking into consideration such matters as the birth of children, caring for elderly parents, saving for college costs, expected retirement age and goals, changing health needs, changes in risk tolerance and changing needs for liquidity, as well as your values.

We look forward to hearing from you!