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We host a video series where we dissect financial topics, share money moments, and more. Plus, we just like to have fun.
Meet Andrew as he and Brandon talk through music, and his journey to Conscious Wealth.
Meet Andrew as he and Brandon talk through music, and his journey to Conscious Wealth.
JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth #investing #financiallegacy #realestate
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JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth #investing #financiallegacy #realestate
Brandon & JP discuss Mortgage options and Opportunity Cost. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth
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Brandon & JP discuss Mortgage options and Opportunity Cost. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth
Brandon & JP discuss the 2024 Gold Rally Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth
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Brandon & JP discuss the 2024 Gold Rally Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. 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.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth
Our monthly letters offer financial insight and Conscious Wealth wisdom to inform and delight. You may also receive our favorite recipe of the month or another personal nugget.
My first job out of college was working on cruise ships. Not quite Julie of The Love Boat, I explored the Caribbean, Alaska, and Europe as a Youth Activities Director. It was by far one of the most adventurous and exciting times of my life. One day when we pulled into St. Maarten, there was a Royal Caribbean ship that had run aground dangerously close to nude bathers. At first glance,
Read Now >>There is a scene in National Lampoon's European Vacation when, as Clark is ‘just getting the hang of this’ driving on the leñ side of the road thing, he hits an English cyclist. Clark jumps out of the car to help and brings out his wallet. The cyclist, played by actor and founding member of Monty Python, Eric Idle, declares, “Heaven's no, no need for money.” And with a nod to the epic Monty Python and the Holy Grail, follows up with, “It's just a flesh wound.”
Read Now >>Our days are shorter, and our nights are longer. In times of darkness, gratitude is still present. When the things we love so much are not apparent, gratitude is still present. I think a lot about gratitude these days. My initial thoughts around gratitude were just that: How can I think about gratitude more? As I started to “master” the thinking of gratitude, I started to wonder how can I feel gratitude. Now, on my best days, I work to become gratitude.
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