• Align Your Values With Your Investments

Wealth Management

Our wealth management is designed for clients who desire:

  • An outstanding service experience based on a deep-trust relationship
  • A tailored roadmap for your personal wealth management goals
  • A clearly defined conscious portfolio investment process
  • A balanced and liquid portfolio designed to achieve your wealth objectives without compromising your personal values

We use a top-down investment strategy to identify global macro trends that are both meaningful and investible looking forward 12+ months.

We believe a prudent mix of capital preservation and growth is appropriate for our clients and build models comprised of Equities, Individual Bonds, Exchange Traded Funds, and Closed-End Funds that we determine to be of value.  These investment vehicles provide what we consider to be the pillars of importance: liquidity, transparency, and diversity.

Which of our conscious investment services are you looking for? Your Conscious Portfolio Creation? Fixed Income? Short- or Long-Term Capital Management?

ABOUT THE CONSCIOUS PORTFOLIO

Advocacy

We provide proactive guidance for the various services that may help you reach your goals.

Rely on our experience to help you uncover a mindful approach to your complex planning needs and the providers who will help. We advocate for our clients in the following areas:

Trust Services • Banking Services • Legacy Planning • Tax / Accounting Services 

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