Advisors at this firm
Lawrence F
Series 66
Tampa, FL
Conscious Capital Wealth Management, LLC
Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC with 33 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and J.W. Cole Financial, Inc. Outside of his advisory role, Mr. Ford is involved in speaking, writing, and private counseling on personal empowerment, and he serves as CEO of Conscious Alternative Asset Management, a firm focusing on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm combines top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection, employing both external model managers and internally managed strategies.
Gregory B
Series 65
Boulder, CO
Conscious Capital Wealth Management, LLC
Gregory Berry is a financial advisor at Conscious Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Principium Investments LLC and the Impact Hub Association prior to joining Conscious Capital in 2019. Berry serves as a board director for The Clocktower Project, a nonprofit focused on climate change awareness, and advises a venture capital fund in regenerative agriculture. He is also involved in business development for an alternative asset management firm and works as a relationship manager for an advisory firm serving ultra-high-net-worth clients. Conscious Capital Wealth Management provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm combines top-down macro analysis with bottom-up fundamental research, emphasizing long-term, value-based approaches while incorporating a range of investment vehicles and technologies.
Michael M
Series 63, Series 65
Westport, CT
Conscious Capital Wealth Management, LLC
Michael Mancusi is a financial advisor with Conscious Capital Wealth Management, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Barnum Benefit Group, and MSI Financial Services. Mancusi is also licensed to sell health and life insurance and variable insurance products. Conscious Capital Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm uses a proprietary financial planning process and blends top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection.