Invest Boldly.

The only thing stopping you from retiring is you.
Our guidance can help you achieve the freedom you crave.

Dream Boldly.

Your future is yours to command. We help you invest
intentionally to help you achieve the life of your dreams.

Live Boldly.

Come with a determination to learn and a willingness to invest
radically. Financial freedom may be closer than you’ve
been told.

Who is ConCap®

ConCap®, short for Conscious Capital, is a wealth management firm for those dreamers and visionaries who want to reach their point of financial independence and retire early. We are bold, practical, and forging a path to financial freedom for all those we work with. The tools we give our clients are the same tools we used to build success through years of intense saving and investing. At ConCap®, we are creating an intentional future, together.

What is your dream?
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We Do Things Differently Here

Traditional doesn’t mean best. Instead of investing the usual 10% of your income, we encourage you to invest up to 30 - 50%. At ConCap®, we know money and we understand the market. We’ll help you invest both wisely, so you can achieve financial freedom at a much younger age than you thought possible.

Ready To Chart Your Course to Financial Freedom?

With our help, the money you invest today can lead to financial freedom and security sooner than you believe.

The ConCap® Process

goal

Your Goals

We assess your income and assets to determine how much you’ll need to set aside to reach and maintain financial freedom.

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Your Conscience

We are committed to investing in companies that are ethical in how they treat employees and the environment. See our Conscious Investing Policy.

time

Your Time

We engage in quarterly meetings to analyze your spending and savings and to help ensure your earnings and investments are on track.

freedom

Your Freedom

We automate the investment process to help ensure your earnings and make your financial freedom simpler than ever.

The ConCap® method isn’t right for everyone. Find out if it’s perfect for you.

Success is within your reach. Our methods, continuous guidance and expertise set you up to live fearlessly.

Pricing

budget

Financial Planning Fee

$1,800

FEE IS PAID HALF UPFRONT AND

HALF UPON COMPLETION.

asset-management

Asset Management Fees

ASSETS

$100K<

2% PER YEAR

ASSETS

$100K - $1M

1% PER YEAR

ASSETS

<$1M

0.8% PER YEAR

Each new client is required a comprehensive financial plan, which in addition to investment planning, includes estate planning, tax planning, and insurance planning along with a budget analysis that tracks income and expenses for the first 12 months.

Management fees are debited quarterly in arrears. Example: A $500,000 account would have a management fee of 0.25% every 3 months. A $70,000 account would have a management fee of 0.5% every 3 months.

Pricing

budget

Financial Planning Fee

$1,800

FEE IS PAID HALF UPFRONT AND HALF UPON COMPLETION.

Each new client is required a comprehensive financial plan, which in addition to investment planning, includes estate planning, tax planning, and insurance planning along with a budget analysis that tracks income and expenses for the first 12 months.

asset-management

Asset Management Fees

ASSETs

>$100K

2% PER YEAR

ASSETs

$100K - $1M

1% PER YEAR

ASSETS UNDER

<$1M

0.8% PER YEAR

Management fees are debited quarterly in arrears. Example: A $500,000 account would have a management fee of 0.25% every 3 months. A $70,000 account would have a management fee of 0.5% every 3 months.