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Our Whole Wealth System™ helps make your dreams a reality...
Money is a poor single measure of your value as a human. In order to serve your deepest purpose, we help you develop a healthy relationship with the entirety of your wealth through a profound understanding and activation of your 5 forms of personal capital:
Financial: Money and investments
Human: Health, career, legacy
Social: Family and community
Material: Business, home, real estate
Spirit: Connectedness, purpose, meaning
Learn more about our Living Plan
Financial: Money and investments
Human: Health, career, legacy
Social: Family and community
Material: Business, home, real estate
Spirit: Connectedness, purpose, meaning
Learn more about our Living Plan
Money is a poor single measure of your value as a human. In order to serve your deepest purpose, we help you develop a healthy relationship with the entirety of your wealth through a profound understanding and activation of your 5 forms of personal capital:
Financial: money and investments
Human: health, career, legacy
Social: family and community
Material: business, home, real estate
Spirit: connectedness, purpose, meaning
Financial: money and investments
Human: health, career, legacy
Social: family and community
Material: business, home, real estate
Spirit: connectedness, purpose, meaning
Our Whole Wealth System™ helps you find peace of mind in your relationship with wealth.
Connect
We begin every engagement with a deep personal connection where we come to understand and respect your circumstances, values, and heritage.
Dream
Together, we build out a roadmap for how to manage all your types of wealth, and how they serve your purpose, your family, and our collective future.
Empower
Our team implements the strategy, invests your assets, reviews scenarios, and provides you with the education, tools, connections, and reports you need.
Learn More Via Our Invest with Purpose Video Below.
What We Do
We cultivate and nurture your money and other forms of wealth to help you fulfill your life’s purpose and leave a meaningful legacy.
How We Do It
Through our THREE stage process, Connect | Dream | Empower™ we work along side you to develop a bespoke Living Plan™. This serves as an evolving roadmap for your financial decision making. We also provide you with an Investment Values & Policy Statement, which determines our approach to managing your investments. (View the Model.)
As we guide you through our Whole Wealth System™, including our optional custom coaching, nutritional advice, and physical fitness sessions we help you take care of the biggest asset you’ll ever have...YOU!
We cultivate and nurture your money and other forms of wealth to help you fulfill your life’s purpose and leave a meaningful legacy.
How We Do It
Through our THREE stage process, Connect | Dream | Empower™ we work along side you to develop a bespoke Living Plan™. This serves as an evolving roadmap for your financial decision making. We also provide you with an Investment Values & Policy Statement, which determines our approach to managing your investments. (View the Model.)
As we guide you through our Whole Wealth System™, including our optional custom coaching, nutritional advice, and physical fitness sessions we help you take care of the biggest asset you’ll ever have...YOU!
Today’s mighty oak is just yesterday’s little acorn that held its ground.
Wisdom of the ancients…
The Ancient Greeks believed that each of us carries within what they termed ‘Entelechy’ - a self-organizing force that when engaged with blossoms into realized potential. We are here to support your full expression and as you do more of what you love, we leverage the power of your money to fuel your passion and purpose. Hey, you might have noticed that our organization lives by this principle too, it’s a good day to have a good day always at Conscious Capital.
The Ancient Greeks believed that each of us carries within what they termed ‘Entelechy’ - a self-organizing force that when engaged with blossoms into realized potential. We are here to support your full expression and as you do more of what you love, we leverage the power of your money to fuel your passion and purpose. Hey, you might have noticed that our organization lives by this principle too, it’s a good day to have a good day always at Conscious Capital.
You just can’t beat experience…
Our very own Doug Wilde has a PhD in china stuff, and Mark Sloss is highly regarded for his knowledge of responsible investing, separating the impact on the ground from the marketing lingo of a mutual fund company! Add to that our exceptionally astute and compassionate Whole Wealth & Health Branchless Advisors and you’ve got one heck of a collective brain! (Our highly valued financial acumen has seen our investment team previously manage $25bn of funds for a large Swiss Bank)
Our very own Doug Wilde has a PhD in china stuff, and Mark Sloss is highly regarded for his knowledge of responsible investing, separating the impact on the ground from the marketing lingo of a mutual fund company! Add to that our exceptionally astute and compassionate Whole Wealth & Health Branchless Advisors and you’ve got one heck of a collective brain! (Our highly valued financial acumen has seen our investment team previously manage $25bn of funds for a large Swiss Bank)
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Move your money for good™
We offer a diverse range of detailed recommendations to our clients but one fundamental aspect of our investment strategy honors the UN’s Sustainable Development Goals (SDGs) because we believe they provide the blueprint to achieving a better and more sustainable future for all. The SDGs address the global challenges we face, including those related to poverty, inequality, climate, environmental degradation, prosperity, peace and justice. Our innovative technologies use the SDGs as metrics, to provide more effective tracking and purposeful execution of your investments.
We offer a diverse range of detailed recommendations to our clients but one fundamental aspect of our investment strategy honors the UN’s Sustainable Development Goals (SDGs) because we believe they provide the blueprint to achieving a better and more sustainable future for all. The SDGs address the global challenges we face, including those related to poverty, inequality, climate, environmental degradation, prosperity, peace and justice. Our innovative technologies use the SDGs as metrics, to provide more effective tracking and purposeful execution of your investments.
Invest With Purpose
It's 5 O'Clock somewhere, do you know where your investments are?
You can do good and do well when investing your money, but it's not always easy. Our experienced team can provide you with the tools and techniques to ensure that your values are expressed through your investments. We use the United Nations Sustainable Development Goals as a guide to help you through this process.
Visit our SDG IQ“Financial capital is one of the most powerful tools that man has created. By becoming more conscious of how we live, earn, and invest our capital, we can more fully express our humanity during this extraordinary time on planet earth.” ~ Lawrence Ford, CEO Conscious Capital
Connect With Us Now