Most people will work with Greg as a client of Conscious Capital Wealth Management (CCWM).

Conscious Capital provides holistic advisory services to a diverse group of people. Everyone at our firm takes the whole person, and family, into account with every question, advice, and action. Our leadership, systems, and network of advisors provides the expertise and experience necessary to help our clients live whole.

WHOLE WEALTH ADVISING

FIVE FORMS OF CAPITAL

RESPONSIBLE INVESTMENTS

INVESTMENT CONTINUUM

CONSULTING

FAMILY OFFICES

When we are providing professional, holistic financial planning and investment management, we consider not just financial capital, but also social, spiritual, community, personal potential, and many other forms of capital and assets.

Our mindfully-designed comprehensive process called “Connect | Dream | Empower” creates a clear path to the integration of your money with your values and purpose. Our investment team managed $25 billion for the private wealth division of a well-known Swiss Bank, and CIO Mark Sloss is among a small group of the most experienced sustainable investment managers in the country.

Greg’s clients generally have some combination of these three key characteristics:

• Evolved Worldview. Each person is unique, and Greg’s clients tend to have a perspective that includes some blend of a spiritual practice, self-reflection and personal development, as well as an awareness of the world that includes a blend of economics, culture, philosophy, politics, metaphysics, a respect for our relative place in the universe. Greg’s clients do diverse work, from technology CEOs and visionaries, to natural products and cannabis industry leaders, and from alternative energy founders, to transpersonal psychotherapists. Greg is particularly well suited to understand these curious people and provide relevant and appropriate financial and investment strategies.
  Ask about how we can co-create a coherent financial plan that respects your values and effects your purpose.

  • If you want to explore the edge of our comfort zone, ask about how we designed an investment approach for people who identify as post-capitalist.

• Business Ownership. Over a 30-year career, Greg has collaborated in the creation of ten startups, from traditional and digital media to developing social impact ecosystems. Greg is particularly well suited to help entrepreneurs keep track… . He advises on optimizing the blend of long-term wealth creation with the discipline of consistent personal finance hygiene, and helps entrepreneurs keep track of not only their own sanity, as well as important relationships, and personal goals. He is widely respected and loved by peers, colleagues, and clients for his subtle blend of wisdom, humor and intelligence, and his advice is sought by old partners and new friends alike. Greg is particularly well suited, and particularly experienced, in helping business owners who want to exit their businesses, and step into the next phase of their careers and lives.
  Ask about how to design ~your~ exit.

  
  
  

• Life Transitions. As someone who has re-invented himself multiple times, Greg is deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; and, sometimes, all three at once. Greg is well suited to integrate financial planning with life transitions. Beyond financial planning and organizing assets, Greg works with clients to reconsider professional options, learn new skills, and gain a new perspective on money. Some choose to explore a new sense of self, which has often been sublimated to the marriage, society and, often, to kids.
  Ask how to balance investing in yourself in a transition, while maintaining financial reserves.

  
  
  

• Working Families. Some of Greg's clients are doing their best to balance parenting, work, and the challenges, or consequences, of the pressure of marriage. In a world that looks nothing like the one our parents anticipated, Greg helps people balance choices regarding the investment of time, money, energy and focus. Together, we navigate the 21st Century economic, political, social, and psychological landscape to sort out a strategy for retirement, education, real estate, investments, and more.
  Ask what’s realistic for owning a home, saving for retirement, and paying for college, in this uncertain time.

When we are providing professional, holistic financial planning and investment management, we consider not just financial capital, but also social, spiritual, community, personal potential, and many other forms of capital and assets.

Greg’s clients generally have some combination of these three key characteristics:

• Evolved Worldview. Each person is unique, and Greg’s clients tend to have a perspective that includes some blend of a spiritual practice, self-reflection and personal development, as well as an awareness of the world that includes a blend of economics, culture, philosophy, politics, metaphysics, a respect for our relative place in the universe. Greg’s clients do diverse work, from technology CEOs and visionaries, to natural products and cannabis industry leaders, and from alternative energy founders, to transpersonal psychotherapists. Greg is particularly well suited to understand these curious people and provide relevant and appropriate financial and investment strategies.
  Ask about how we can co-create a coherent financial plan that respects your values and effects your purpose.

  • If you want to explore the edge of our comfort zone, ask about how we designed an investment approach for people who identify as post-capitalist.

• Business Ownership. Over a 30-year career, Greg has collaborated in the creation of ten startups, from traditional and digital media to developing social impact ecosystems. Greg is particularly well suited to help entrepreneurs keep track… . He advises on optimizing the blend of long-term wealth creation with the discipline of consistent personal finance hygiene, and helps entrepreneurs keep track of not only their own sanity, as well as important relationships, and personal goals. He is widely respected and loved by peers, colleagues, and clients for his subtle blend of wisdom, humor and intelligence, and his advice is sought by old partners and new friends alike. Greg is particularly well suited, and particularly experienced, in helping business owners who want to exit their businesses, and step into the next phase of their careers and lives.
  Ask about how to design ~your~ exit.

  
  

• Life Transitions. As someone who has re-invented himself multiple times, Greg is deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; and, sometimes, all three at once. Greg is well suited to integrate financial planning with life transitions. Beyond financial planning and organizing assets, Greg works with clients to reconsider professional options, learn new skills, and gain a new perspective on money. Some choose to explore a new sense of self, which has often been sublimated to the marriage, society and, often, to kids.
  Ask how to balance investing in yourself in a transition, while maintaining financial reserves.

  
  

• Working Families. Some of Greg's clients are doing their best to balance parenting, work, and the challenges, or consequences, of the pressure of marriage. In a world that looks nothing like the one our parents anticipated, Greg helps people balance choices regarding the investment of time, money, energy and focus. Together, we navigate the 21st Century economic, political, social, and psychological landscape to sort out a strategy for retirement, education, real estate, investments, and more.
  Ask what’s realistic for owning a home, saving for retirement, and paying for college, in this uncertain time.

When we are providing professional, holistic financial planning and investment management, we consider not just financial capital, but also social, spiritual, community, personal potential, and many other forms of capital and assets.

Greg’s clients generally have some combination of these three key characteristics:

• Evolved Worldview. Each person is unique, and Greg’s clients tend to have a perspective that includes some blend of a spiritual practice, self-reflection and personal development, as well as an awareness of the world that includes a blend of economics, culture, philosophy, politics, metaphysics, a respect for our relative place in the universe. Greg’s clients do diverse work, from technology CEOs and visionaries, to natural products and cannabis industry leaders, and from alternative energy founders, to transpersonal psychotherapists. Greg is particularly well suited to understand these curious people and provide relevant and appropriate financial and investment strategies.
  Ask about how we can co-create a coherent financial plan that respects your values and effects your purpose.

  • If you want to explore the edge of our comfort zone, ask about how we designed an investment approach for people who identify as post-capitalist.

• Business Ownership. Over a 30-year career, Greg has collaborated in the creation of ten startups, from traditional and digital media to developing social impact ecosystems. Greg is particularly well suited to help entrepreneurs keep track… . He advises on optimizing the blend of long-term wealth creation with the discipline of consistent personal finance hygiene, and helps entrepreneurs keep track of not only their own sanity, as well as important relationships, and personal goals. He is widely respected and loved by peers, colleagues, and clients for his subtle blend of wisdom, humor and intelligence, and his advice is sought by old partners and new friends alike. Greg is particularly well suited, and particularly experienced, in helping business owners who want to exit their businesses, and step into the next phase of their careers and lives.
  Ask about how to design ~your~ exit.

• Life Transitions. As someone who has re-invented himself multiple times, Greg is deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; and, sometimes, all three at once. Greg is well suited to integrate financial planning with life transitions. Beyond financial planning and organizing assets, Greg works with clients to reconsider professional options, learn new skills, and gain a new perspective on money. Some choose to explore a new sense of self, which has often been sublimated to the marriage, society and, often, to kids.
  Ask how to balance investing in yourself in a transition, while maintaining financial reserves.

• Working Families. Some of Greg's clients are doing their best to balance parenting, work, and the challenges, or consequences, of the pressure of marriage. In a world that looks nothing like the one our parents anticipated, Greg helps people balance choices regarding the investment of time, money, energy and focus. Together, we navigate the 21st Century economic, political, social, and psychological landscape to sort out a strategy for retirement, education, real estate, investments, and more.
  Ask what’s realistic for owning a home, saving for retirement, and paying for college, in this uncertain time.

• Evolved Worldview. Each person is unique, and Greg’s clients tend to have a perspective that includes some blend of a spiritual practice, self-reflection and personal development, as well as an awareness of the world that includes a blend of economics, culture, philosophy, politics, metaphysics, a respect for our relative place in the universe. Greg’s clients do diverse work, from technology CEOs and visionaries, to natural products and cannabis industry leaders, and from alternative energy founders, to transpersonal psychotherapists. Greg is particularly well suited to understand these curious people and provide relevant and appropriate financial and investment strategies.
  Ask about how we can co-create a coherent financial plan that respects your values and effects your purpose.

  • If you want to explore the edge of our comfort zone, ask about how we designed an investment approach for people who identify as post-capitalist.

• Business Ownership. Over a 30-year career, Greg has collaborated in the creation of ten startups, from traditional and digital media to developing social impact ecosystems. Greg is particularly well suited to help entrepreneurs keep track… . He advises on optimizing the blend of long-term wealth creation with the discipline of consistent personal finance hygiene, and helps entrepreneurs keep track of not only their own sanity, as well as important relationships, and personal goals. He is widely respected and loved by peers, colleagues, and clients for his subtle blend of wisdom, humor and intelligence, and his advice is sought by old partners and new friends alike. Greg is particularly well suited, and particularly experienced, in helping business owners who want to exit their businesses, and step into the next phase of their careers and lives.
  Ask about how to design ~your~ exit.

  
  

• Life Transitions. As someone who has re-invented himself multiple times, Greg is deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; and, sometimes, all three at once. Greg is well suited to integrate financial planning with life transitions. Beyond financial planning and organizing assets, Greg works with clients to reconsider professional options, learn new skills, and gain a new perspective on money. Some choose to explore a new sense of self, which has often been sublimated to the marriage, society and, often, to kids.
  Ask how to balance investing in yourself in a transition, while maintaining financial reserves.

  
  

• Working Families. Some of Greg's clients are doing their best to balance parenting, work, and the challenges, or consequences, of the pressure of marriage. In a world that looks nothing like the one our parents anticipated, Greg helps people balance choices regarding the investment of time, money, energy and focus. Together, we navigate the 21st Century economic, political, social, and psychological landscape to sort out a strategy for retirement, education, real estate, investments, and more.
  Ask what’s realistic for owning a home, saving for retirement, and paying for college, in this uncertain time.

Greg is a consummate international connector that I feel fortunate to know well. His intelligence, humanity and vision inspire others and brings together innovative leaders. If you have any relation to sustainable enterprises then you need to connect with Greg and heed his advice. 

- Brett Greene, CEO, New Tech Northwest

Greg occasionally designs, produces and facilitates world-class gatherings where people connect deeply, and evolve their view of what's possible in their own life.  When you can't stand the thought of sitting in a room listening to an "expert" talk at you another minute, when you want to join into the co-creation of our shared future, and when you need to find fellow Jedis for a retreat to not just explore, but push your personal edge, one of these gatherings could be just what the doctor ordered.  Some local dinners have coalesced that connect progressive business and community leaders, and 2020 looks to hold at least one retreat on the meaning of wealth in the 21st Century.  

Unique Gatherings