At The Center for Conscious Wealth®, we help people engage in meaningful conversations about money and overcome challenges holding them back from harmony. We work with families, business partners, and individuals to awaken an abundance mindset and unlock prosperity and unity for the future.

At Conscious Wealth Investing®, we’re a team of financial professionals who believe in the power of intention — and how wealth management can be a force for good. After working at larger firms, we realized that people need a better way to manage money that prioritizes their ability to be happy. So, we designed a new approach to investing that answers this call, Conscious Wealth Management®.

We’ve also seen how constructive wealth can be when all family members are engaged and living in harmony with an aligned vision. Our goal is to help you create this foundation and invest with purpose, so you remove what exhausts you and infuse what fulfills you.

At The Center for Conscious Wealth®, we help families, business partners, and individuals have candid conversations about money — and heal the challenges holding them back from having these important discussions. Think of it as an intimate gathering mixed with consulting and wealth planning mixed with a retreat, all wrapped up into one.