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One Place. Every Financial Need.

Our financial service includes planning, management and ongoing guidance to give you the most comprehensive and dedicated service available. We'll help you manage your wealth and grow it for the future using smart technology, strategic allocations, fundamental financial principles, and the optimal investments for your personal goals. Whether you are saving for a house, planning for retirement, or working out all the in-betweens, our knowledgeable financial professionals can offer you long-term commitment and peace of mind. Get started today with a free consultation and no obligation.

Our Expertise

Every client is unique. We customize your plan to your needs, preferences, requirements, and values, letting the plan evolve as you do. But no matter what you're looking to get out of a financial advisor, there are three things that comes guaranteed for all our personal advisory clients.

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 provide the right recommendations and begin building a plan tailored to your specific needs and goals. Click here to learn more about our financial planning process.

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Wealth Management

World Class Investments

We select market leaders with proven track records for given economic and market cycles across different investment types. These best in class positions are continuously reviewed for goal maximization, optimal performance, and strategic alignment. Through leading investment research & independent analytics, we use objective and unbiased data to keep our standards high. 

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Regular Advice

Continued 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.

The Process

Financial
Analysis

  • Cash Flow Assessment

  • Financial Statements

  • Current Investments

  • Taxes + Estate Considerations

  • Protection and Risks

 Policy
Development

  • Define Goals + Parameters

  • Meet Financial Obligations

  • Tax Optimization

  • Cash Flow Management

Investment
Strategy

  • Goal Alignment + Preferences

  • Apply Principles + Methods

  • Asset Placement + Allocation

  • Appropriate Investment Selection

Ongoing
Management

  • Annual Plan Progress Reports

  • Quarterly Reports + Reviews

  • Portfolio Adjustments + Alignment

  • Regular Advice + Guidance

Technology when you want it.
Real people when you don't.

We use the latest in investing technology to automate certain processes, like trading execution and tax-loss harvesting, so that we can devote our attention and service to the bigger decisions. This gives your portfolio optimal functionality, while improving efficiency. Smart technology, personal involvement, ethical expertise, and local relationships; it's the best of all worlds.

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A World of Investment Choices

As an independent advisory firm, we do not have any obligation to sell certain products or limited by one investment type. This gives you the advantage of a well-diversified portfolio with the right investment options. Just another way that Conscious Capital Management is different than any other financial firm.

Equities

  • Stocks

  • Preferred Stocks

  • Equity Mutual Funds

  • Equity Exchange Traded Funds

Fixed Income

  • Individual Bonds

  • Individual CD's (FRIDC insured)

  • Bond Mutual Funds

  • Bond Exchange Traded Funds

Cash Management

  • Money Markets

  • FDIC Insured Sweep Accounts

  • Cash Alternatives

Other Alternatives

  • Commodities 

  • Hedges

  • Market Neutral

Ethically Measured

  • ESG Mutual Funds + ETFs

  • Socially Responsible Mutual Funds + ETFs

  • Ethical Individual Securites

Ethical Alternatives

  • Community Investments

  • Microfinance

  • Private Funds

  • Crowdfunding 

One Transparent Fee.

You hire us to provide ongoing financial services to help you reach your financial goals, not to see how many trades we can do or how long we can leave your portfolio sit. That is why we are strictly a fee-only investment firm. With us, you will never get charged another commission, sales loads or hidden fee. You will always know exactly what you pay and it is tied to whether your assets go up or down. So the better you do, the better we do.

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