Conscious Capital Management is an independent, fiduciary, fee-only investment firm based in Middleton, WI, dedicated to acting in the best financial interests of its clients. With over two decades of experience, they offer personalized financial planning and portfolio management services tailored to individual goals and preferences.
Specializing in socially responsible investing, Conscious Capital Management integrates Environmental, Social, and Governance (ESG) factors into their investment analysis process to build sustainable and impactful portfolios. Their commitment to expanding financial literacy and aligning investments with clients' values sets them apart as a top choice for individuals, families, and nonprofits seeking ethical and effective financial guidance.
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