About Us

The Conscious Portfolio empowers clients to grow their wealth while making a positive impact. Our portfolios are designed for investors who care about more than returns—they care about responsibility. We integrate environmental, social, and governance (ESG) principles, ethical business practices, and purpose-driven opportunities into a disciplined investment strategy.

 

With over 40 years of financial planning experience, our team helps you align your money with your values—balancing performance, protection, and purpose. Whether your focus is sustainability, community development, or conscious capitalism, The Conscious Portfolio provides customized strategies that reflect who you are and what you stand for.