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Profile Details

Organization Name:
Conscious Capital Management
Business Address Line 1:
6314 Odana Road
Business Address Line 2:
Suite 26
Business City:
Madison
Business State:
WI
Business Zipcode:
53719
Email:
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Phone:
608-630-9503
Website:
http://www.ccminvestment.com
Category:
Financial Services
Keywords:
Adviser, consultant, financial, finance, retirement, planner, investment, investing, sustainable, capital, 401k, 403B, Simple IRA, SEP, IRA Financial Services Brian Bengry
Products and Services:
Conscious capital management provides comprehensive wealth management services for Wisconsin families and businesses. We offer Financial Planning, Investment Advisory services and Portfolio Management. Using our process based approach, we provide the ongoing counsel and expertise needed to meet current financial circumstances and achieve future goals.  Our independence means we are devoted to our clients not the interests of brokerage firms, proprietary products, or conflicting incentives.  So our attention is on serving our client's needs & meeting the demands of the market. One of our more distinguishing services is our sustainable wealth process available for clients desiring local, sustainable, and ethical investing as part of their overall strategy. For socially minded businesses and organizations we also offer socially conscious retirement programs that can be tailored from small plans of Simple IRA's and SEP's to large 401k's & 403b full plans.
Philosophy:
Our firm believes in the idea of a more sustainable economy and it begins by serving and supporting your local community. That is why we maintain our independence from larger, national financial institutions as well as practice sustainable operations. So that we are working for the best interests of our clients and our community. Our view is that we serve our local investors and businesses and believe in using their services for our business in return.
History:
As the owner of Conscious Capital Management, I have been advising families and businesses on their finances for the last 16 years. Early in my career, I realized that there was a big disconnect between client's needs and the goals of large financial institutions. In starting CCM, I knew I was creating a firm where clients could receive unbiased advice and guidance with the focus on their needs and values. Helping clients invest more sustainably, with better ethics, and more socially conscious for the last 11 years, I have helped many, many clients invest in a way that achieves their financial objectives without sacrificing their beliefs and values. Dane County has been my home for over 38 years and I am privileged to serve our great community.
DBL Gift Card:
No
Contact First Name:
Brian
Contact Last Name:
Bengry