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Our People

Founder & Chief Executive Officer

Lawrence Ford
(860) 659-8299
LFord@ConsciousCapitalWM.com

A word from our CEO

*

It’s not enough to let people manage your money just because they are 'nice guys'. 

It takes experience. Since 1989, we have helped more than 5,000 people with their investments.

It takes leadership. Lawrence Ford is the CEO and Founder of Conscious Capital Wealth Management, the Founder and Chairman of Future Capital, and the author of The Secrets of the Seasons. He has had a long, admirable career as an entrepreneur, financial advisor, consultant, coach, author, speaker, and spiritual leader. He is a Fellow of the World Academy of Art and Science and a member of Nexus Global. Click here to learn more about Lawrence Ford

It takes a great team.

Because we are not your ordinary financial firm we attract extraordinary people.


*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that s/he will experience a certain level of results if a Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of a Financial Advisor by any of  his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Whole WealthAdvisors

Whole Health™ Advisors & the team

It’s not enough to let people manage your money just because they are 'nice guys'. It takes experience. Since 1989, we have helped more than 5,000 people with their investments. It takes leadership. Lawrence Ford, Founder and CEO of..

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Reiki Master & Emotional Freedom Technique Practitioner.
Desjardins is a founding member of Friends of Adelynrood, based in Byfield, MA.

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Greg Berry

Whole Wealth Advisor™

860-659-8299 x410

800-691-5517

I’m Here For A Reason I’m here because money is a major lever for change, and any level. Whether the purchase of a home, conscious consumption, aligning investments with personal values, or implementing a grand...

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I am a registered Retirement Income Certified Professional.
I have over 16 years experience in financial services.
Recipient of Connecticut Magazine's 2012-2017, 2010 and Westchester Magazine 2015, 2013 & 2012 Five Star Wealth Manager Award.

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Andrea Wolfe

Whole Wealth Advisor™, CSRIC™

860-659-8299

800-691-5517

Fetters & Wolfe Team have a combined 40 years experience.

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Chuck Fetters

Whole Wealth Advisor™

860-659-8299

800-691-5517

Fetters & Wolfe Team have a combined 40 years experience.

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William Taylor

Physical Health Coach and Whole Wealth Advisor™

860-659-8299

800-691-5517

William holds FINRA Series 65 registration.
William is a Certified Personal Fitness Trainer & Group Fitness Instructor.
He is a former collegiate basketball player for UConn and Springfield College.

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Julie Sorgi

Director of Living Plans

860-659-8299

800-691-5517

I’M HERE FOR A REASON I began my professional journey by following my passions of environmental conservation and sustainability at West Virginia University studying wildlife and fisheries. After a year of the program, another...

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We are all here for a reason. At Conscious Capital Wealth Management, we’re dedicated to helping you achieve both health and wealth in all aspects of you

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Lexy Ford

Social Media Manager

I am here to help tell the story of Conscious Capital Wealth Management. With a Bachelor’s degree in both Psychology and Film Studies from Eckerd college, I have the knowledge that works in conjunction with my passion for...

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I specialize in helping clients truly understand their body and their power within to make the changes they need for living an optimal life. I am so blessed to work with clients and share my success! MY SUCCESS IS YOUR SUCCESS!

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Doug was the Managing Director and Head of Investment Management, a business he created, within UBS Wealth Management Solutions. Doug’s investment management organization was responsible for managing over $9 billion in assets...

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Jeneane "Jyoti Ma" Prevatt

Advisor to Conscious Capital Wealth Management

Jyoti (Jeneane Prevatt, Ph.D), is an internationally renowned spiritual advisor with a PhD in Transpersonal Psychology including two-and-a-half years of postgraduate study at the C.G. Jung Institute in Zurich, Switzerland. She is one...

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Mark Sloss

ESG Asset Management Portfolio Design and Research

860-659-8299

Career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive...

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Niel Armstrong

Senior Compliance Consultant – Gordian Compliance Solutions

860-659-8299

Niel founded Gordian Compliance in 2011 and has over 30 years of professional experience in all areas of the financial services industry, where he has served as the Chief Compliance Officer for Conifer Securities, LLC, Special...

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