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Invest With Purpose

Our reason is to live up to the name ‘Conscious Capital’. That work begins with humility and continues with deep gratitude. Our purpose is to help you to invest in yourself while empowering you to maximize your impact based on your values. We built our company on the belief that each human being deserves to Live Whole®.

Whole Wealth Advisors™

We offer comprehensive whole wealth planning, and world-class responsible investing services to a diverse group of people, from Family Offices to Wealth Creators.  We believe the days of relying on one Financial Advisor for your complex range of needs are over, that’s why we take a centralized team-based approach.
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The Most Valuable Form of Capital is YOU.

We aren’t just imagining a world where each human being can fulfill their potential, we are creating it daily in collaboration with our clients. In service of this vision, we actively work with conscientious clients and seek to work with multi-discipline coaches and financial advisors to join our ever-expanding movement... Inspired?
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