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Lawrence F

Series 66

Tampa, FL

Conscious Capital Wealth Management, LLC

Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC in Tampa, FL, with 34 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Financial. Outside of advising, he is involved in speaking, writing, and private counseling on personal empowerment and values alignment, and serves as CEO of Conscious Alternative Asset Management, a company focused on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning, portfolio management, and consulting services to individuals, trusts, charitable organizations, retirement accounts, and small businesses. The firm combines a Living Plan workflow with macro and fundamental analysis to guide asset allocation and model portfolio selection, managing approximately $131 million for around 200 clients.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
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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.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
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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.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Values-based investing
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