What would you do with your last Mondays?

What would you do with your last Mondays?

Jodi Wellman’s question reminds us that legacy is in the small, intentional choices we make every week.

Discover how this is the heart of intentional living, legacy planning, and conscious wealth.

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We serve business owners, multi-generation families and high achieving corporate executives who infuse purpose into their work. Embrace the transformative power of conscious wealth and conscious investing, integrated with family office expertise, and generational wealth planning strategies.

Our approach goes beyond financial solutions, aligning sustainable values with the pivotal question: How much is ENOUGH? From family wealth management to legacy wealth creation and wealth transfer planning, we're committed to serving the individual needs of families while providing valuable insights and strategies for building and preserving wealth across generations.

Let's talk and embark on a journey to shape your enduring financial legacy!

Conscious Wealth Investing LLC (“CWI”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWI and its representatives are properly licensed or exempt from licensure.

No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

All investments include a risk of loss that clients should be prepared to bear. The principal risks of CWI strategies are disclosed in the publicly available Form ADV Part 2A.

Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.

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