Business smart, world friendly.

Whether you want to convert your individual 401(k) or are looking into retirement plans for your small business, we can help. We offer ethical retirement plans, and ESG investing options for individual accounts, so you can make an impact while saving up for that oceanside condo. It's a win for everyone.

Financial Planning

A Goal Focused Approach

Our process begins by gathering your information to gain a thorough understanding of your financial circumstances, personal preferences, and investing parameters. We do a complete analysis to get started right away with providing the right recommendations and begin building a plan tailored to your specific needs and goals.

Wealth Management

World Class Investments

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Investment Advice

Ongoing Guidance

Life, like the financial markets, is dynamic and always changing. It requires a disciplined approach to make important decisions at the right time. We keep you informed and on top of your investments so that when something changes in your life, your finances change with it. 

Conscious Capital Management, 8383 Greenway Blvd., Suite 600 Middleton, WI 53562
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Conscious Capital Management is a registered investment adviser. We have a goal to provide Madison  Wisconsin's best Financial Advisors, Financial Planners and Socially Responsible Financial Advisors. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. This website is intended for Wisconsin residents only.