Our Team Based Approach Makes Our Advisors Extraordinary

Mr. Ford has dedicated much of his life to being a bridge between the modern world of business and the ancient world of wisdom, dubbed the “Shaman of Wall Street” by the Washington Post, with The Economist Magazine referring to Lawrence as a “man of two worlds”. Lawrence is both “The Finance Guru”(as named by NPR) and “Spiritual Advisor” (by the Retirement Income Journal).

Mr. Ford has had a long estimable career as an Entrepreneur, Financial Advisor, and Consultant, helping both large organizations and individuals through transition and crisis, as a top leader and consultant in the Financial Investment Industry through his speaking and private practice.

In 1998, Ford was named one of six people to form the Citigroup Advisors Committee, which was tasked to oversee the marketing and cross-selling challenges that resulted from the historic $70 billion merger of Travelers and Citibank.

He is highly regarded as a leader on the best practices of what the industry calls ‘client retention and cross sales’ processes. Because of this, he has been called-in to assist with several large, complex, international financial services organizations during their times of crisis and transition.

In 2001 Mr. Ford was also one of the pioneers in what the industry now calls “Robo Advisors” while he was the Senior Vice President for a hundred-person early stage company called Direct Advice. In 2008, Ford was engaged as Senior Vice President of Investment Services, to head-up the investment management business for a national retirement plan administration and investment management company with $10 billion of AUM. In 2011, he worked with GuidedChoice and the esteemed Dr. Harry Markowitz (Nobel Prize winner for Modern Portfolio Theory) to help democratize financial advice for retirement plan participants via advancements in technology.

He served as Co-Chair of RIIA’s Retirement Income Industry Association (Retirement Income Industry Association) Member Services Business Unit, and consultant to the RIIA-RMA (Retirement Management Analyst) Governance/Oversight Committee.

Additionally, Ford has published articles in numerous business periodicals, and has been a featured speaker at events and conferences including The Stanford University Entrepreneurial Conference, and a keynote at Quinnipiac University’s Dean’s Distinguished Speakers Series. Ford was one of the first state appointed Patient Advocates for nursing homes in the State of Connecticut and has devoted over 15 years designing, funding, and championing Word-Start – an early child reading and empowerment program.

Mr. Ford is an Accredited Investment Fiduciary.

He is passionate about preserving and promoting ancient wisdom for modern times through his writing and teachings, most notably with his thought-provoking book, ‘The Secrets of the Seasons’, a powerful transformational tool, designed to help its readers live their unique reason for being here. Lawrence Ford is deeply committed to the vision of leveraging the power of money to help make the world a better place. This is keenly observed with Mr. Ford’s Future Capital initiative in collaboration with the United Nations Office for Partnerships with the vision to realize a fully operational and conscious economy.

Certified Financial Fiduciary®

Five Star Wealth Manager – Connecticut & Westchester Magazine – Multiple Years Since 2010

“Put first things first and we get second things thrown in: put second things first & we lose both first and second things” – C.S. Lewis

This quote from C.S. Lewis properly captures my core belief about Wealth Management.  There can be many moving parts and most of them rely on each other to create a successful outcome.  This is the reason why I am passionate about taking a holistic approach and have done so for over 21 years.  Much like the first step in building a home, ship or skyscraper is creating a blueprint,  the same must be applied to creating a successful personal financial journey.

I’ve been asked if I could describe in one word what I truly am to a client; there could many answers, but the one I believe above all is:  Advocate.

My belief of the importance and impact that financial health has from a psychological standpoint leads me to take a deeply personalized approach. I believe that it is crucial for people to have an advocate on their life management team that truly cares about their health; financially, physically, and mentally.

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that s/he will experience a certain level of results if a Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of a Financial Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

I’m Here For A Reason
I’m here because money is a major lever for change, at any level.  Whether the purchase of a home, conscious consumption, aligning investments with personal values, or implementing a grand philanthropic plan, the way we use money helps to shape our world, and our legacy.  Collectively, the way we earn, save, spend, and invest money dictates the trajectory of human culture and society. It can be tricky – for people with progressive values, evolved world-views, or spiritual practices to responsibly align their money with their values. I’m here because I love working with people to demystify their finances, and to find deep comfort and peacefulness in their relationship with money.

My Journey Into Power
My journey into power has evolved upon three paths, entrepreneurship, self-improvement, and wilderness travel. For thirty years, I’ve been an entrepreneur, advisor, and investor with a passion for using business to make a positive impact since my mid-teens. I’ve been blessed to build several businesses in the world-renowned start-up ecosystem of Boulder (and Denver) Colorado and across the globe, where I’ve developed an extensive network of entrepreneurs, investors and professionals committed to innovation at scale. During those same thirty years, my self-improvement path has led me to a deep tai-chi practice, and a spiritual community that inspires and humbles me daily. For over forty years, travel in the wilderness has helped me develop the skills and perception of a humble human on a planetary scale. I have built fitness, confidence, and tools to survive in the natural environment that used to be our home.

Aligning Being With Doing
From my mid-teens, people have been coming to me for advice.  I still hear, “I’ve never told anyone this, but……” at least once a month.  That tells me that I’m a natural advisor.  Blending in my insatiable curiosity, three decades of leadership in this deep entrepreneurial culture, and exploration of diverse spiritual philosophies makes me uniquely qualified to help business owners, progressive thinkers, and people of all walks of life moving through mid-life transitions, make responsible financial decisions that integrate their values, families, and deeper questions into living a whole and fulfilling life. I have been advising friends, peers, and colleagues for decades. In 2017, I formally became a wealth advisor, and have built a strong business in a short period of time. I come to Conscious Capital Wealth Management excited to integrate my focus on Whole Wealth Advisory with a great team and resources.  I am so excited to continue to empower my network of progressive entrepreneurs, mid-life transitioners, and beautiful humans who are passionate about living their dreams and aligning their investing with their values.

I’m Here for A Reason:
Navigating the world of money can be a difficult land to traverse, especially for those who prioritize their inner values and social consciousness. It can seem like a harsh and unforgiving world, leaving the unprepared feeling overwhelmed. Having spent over half my life in this realm, I understand it well. Despite its challenges, I firmly believe that there is much good to be gained from making wise use of our wealth. I am eager to share my experience and empower my community to use their resources for the betterment of our world.

My Journey Into Power
I grew up in a middle-class home that had a good deal of love, and a lot of dysfunction around money. I became self-reliant early on, shoveling driveways, delivering newspapers, and mowing lawns. By 15 I had my own lawn and garden business. In college and after I had a remodeling business designing and installing kitchens and baths. One of my clients offered me a job in office equipment sales and I was ready for a change, so I cut my hair, shaved off my beard, bought the Brooks Brothers suit and jumped into sales. After 6 years I went looking for bigger and better. I started as a cold calling broker with Shearson American Express in the fall of 1986. At that time, the big brokerage houses evaluated performance based on “production” – the amount of money you made for the firm – rather than the actual benefit provided to the clients. As someone who has always prioritized the needs and interests of my clients, I felt like a round peg in a square hole. To me, true success in this industry is not about generating profits for the firm but about making a meaningful impact on my clients’ lives. While I understand and acknowledge the realities of the money industry, I am committed to putting my clients’ best interests first. With a sense of disappointment from the corporate world, I left Wall Street behind and sought refuge in a small but rapidly expanding independent broker dealer, and what a difference it made! As soon as I became independent, I felt liberated and empowered to bring my whole heart and soul to my work – assisting people in growing their savings and securing their future to the best of my ability. Alongside my work as a financial advisor, I have also been committed to my personal spiritual practices and community involvement. These practices have been a source of strength and resilience for me, helping me maintain a sense of objectivity and perspective in both my personal and professional life. I am currently in the process of becoming a spiritual director through the Unity Worldwide Spiritual Institute so that I may further support those seeking inner peace and purpose in a turbulent world.

Aligning Being With Doing
Gardening is a passion of mine. A good garden needs to start with a good plan. What does your landscape offer you? What tools do you have at hand? What do you want to grow: fruits, vegetables, flowers, all of the above? Maybe you want to host plants that feed bees and butterflies. Once planned then it’s a matter of tending, weeding, replanting when needed. We plan the work then work the plan.Your financial life can be looked at as a garden of sorts. You can grow great goodness with your wealth garden, both taking care of your immediate concerns and creating a bounty for you and your loved ones.Whole Wealth management is a matter of deep discovery: who are you, what do you want to accomplish, what tools do you have in your shed, and what other tools are available to help you reach your goals. We start with a good plan based on lifestyle needs and wants. This leads to a personalized investment model, with ongoing monitoring and adjustments as needed. We add the management of expectations and emotions, all to help you get a good harvest and to leave a lasting legacy.

Who I serve and why
As a Whole Wealth Advisor, I am honored to serve the Cultural Creatives of our community, who I refer to as “my tribe.” This community is made up of individuals who share values of inner development, social justice, and care for the natural world, as outlined in Paul H. Ray and Shirley R. Anderson’s book, The Cultural Creatives: How 50 Million People Are Changing The World. It transcends the boundaries of political labels and is united in the vision of a world where peace and prosperity are attainable for all. I am committed to empowering my tribe by championing the wise use of wealth, educational initiatives, and women’s rights, in the hope that we can foster a brighter future for all.

I’M HERE FOR A REASON

In my role as Chief Experience Officer here at Conscious Capital Wealth Management, I bring nearly twenty years of knowledge and a passion for deepening and enhancing client experience. After graduating from the University of Connecticut with a Bachelor’s degree in Liberal Arts, I started my career in finance while strengthening my abilities as a holistic practitioner. In my search for spiritual growth, I have been able to incorporate the knowledge and wisdom to my repertoire of skills in management and leadership positions.

MY JOURNEY INTO POWER

I recognize that we are all on a journey. We are all creating our stories and leading our lives to search deeper, farther towards fulfillment, meaning and purpose. From my experience, I’ve learned that through relationships we can reach our greatest potential, creating the moments that lead to opportunities for growth and wisdom. By introducing compassion and emotional intelligence into my relationships and interactions with people, I invite others to do the same and establish a whole new experience built on authenticity.

ALIGNING MY BEING WITH MY DOING

Conscious Capital Wealth Management is blazing a new trail in the financial advisory industry. I’m beyond excited and humbled to be part of this revolution! I’m here for you. Please call me so I can guide you through our Live Whole program and support you as you journey into your dreams.

I’M HERE FOR A REASON

As a Project Coordinator Specialist here at Conscious Capital, I’m able to deliver upon my childhood commitment to do good in this world. I rely on BA and MSc degrees, combined with over a decade of experience to help optimize and streamline business operations and customer relations practices and making sure we are all fully coordinated as a team.

MY JOURNEY INTO POWER 

I’m lucky to have been nurtured by loving parents and siblings. They provided the foundation for my power today. This power took on a new shape in me as I observed humanity becoming more mindful over the past few decades. Conscious Capital is an important stop on my path to harness my power to benefit others.

ALIGNING MY BEING WITH MY DOING

I am a team player, the glue between the cracks. I make sure that we are balanced and coordinated, internally and externally, and that we are well communicating our needs, translating them into actions. This is how I align my being with my doing – by making sure we work together in concert – all for your benefit.

Mr. Mawji has 25+ years of investment and business experience, including 19+ years as an event-focused fundamental investor. He is a principal investor and entrepreneur who has also served as an M&A and restructuring advisor and operator of troubled companies with several firms including Morgan Stanley.

Before launching Eagle Talon Partners, Mr. Mawji founded Paragon Intel, a fintech alternative data analytics company that translates management behavior into actionable investment ideas. As an investment manager during the prior 15+ years, he founded special situations hedge fund Dentonia Park Capital Management and held Portfolio Manager and Investment Analyst positions at several New York hedge funds. He also served as Advisory Director of a private company and as interim CFO of a public company.

When Mr. Mawji is not building businesses or investing in companies, you can find him spending time with his family and dog, on a yoga mat, or around the squash and badminton courts.

Career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive experience with individual, family, philanthropic and institutional investors over a career spanning 25 years with industry-leading insurance, asset management and wealth management organizations. Also a recognized subject matter expert in the area of Environmental, Social and Governance (ESG) or sustainable and responsible investing. Founded a company serving the needs of professional musical performing artists and a boutique record label exploring emerging artists and lesser known concert works. Was a founding member of and served as a board member for numerous community and professional performing arts organizations in addition to being a regular performing artist on clarinet and saxophone for over 30 years.

I’M HERE FOR A REASON

With over a decade of knowledge and a passion for graphic design I am grateful  to serve a variety of clients keeping my creative mind inspired. Forever a student of life I absorb knowledge like a sponge assimilating through experiences and exploration.

After graduating from the Central Connecticut State University’s Design Program with a Bachelor’s degree in Graphic Information Design & Communications, I started my career at a creative agency.  As a graphic designer, I often see things with a “beginners mind” perspective. I welcome it as an opportunity to look at something with fresh eyes. To not be encumbered by conventional structures and allow possibility to flourish. It’s important to speculate and dream about what is possible, what could be created and how something can be improved upon.

MY JOURNEY INTO POWER

The process I follow blends art and science, is fueled by human emotion and is done in a way of looking at the world with an eye toward a better future. There is no right or wrong in the creative process. By recognizing the glimmer of potential around us and within us, we set out to work with these possibilities to design better businesses and better lives. To awaken the best in the human spirit and cultivate the extraordinary potential in us all.

ALIGNING MY BEING WITH MY DOING

By aligning with Conscious Capital Wealth Management I am able to pay it forward and focus on a primary purpose greater than myself. I am wildly excited to fulfill this calling given to me; providing visionaries with innovative, personalized designs and strategies that resonate. To have a positive impact on the world is the greatest reward.

I’M HERE FOR A REASON

From an early age all I ever wanted to do was create and write. I was lucky enough to fall into my technical career when the internet was just beginning to boom. During this time I was lucky enough to find a way to merge the things I love, creating, writing, and teaching into a full time job. Many years later I’m still creating, still writing, and still teaching others to be successful at what they love – to continue to help them find – “Their Reason for Being Here”.

MY JOURNEY INTO POWER

Though I’ve yet to finish writing that fiction novel, my journey to here was filled with many learning and technical advantages. My purpose will always be to help others find, or stay, on their path. To find their ‘true passion’, and in finding that passion be successful and happy. We are all here for a reason, and when we find that reason grab it with both hands and don’t let go. Find others who share your vision. Others who will support you and gently guide you to where you need/want to be. I am privileged to work with such a diverse group of people, young and old, helping them find what means the most to them and in turn living their fullest life.

ALIGNING MY BEING WITH MY DOING

I work with all types of clients, be it creatives or business. One of my specialties is in capturing the heart of who they are and presenting that to the world. Nothing brings me more joy than a client who finds happiness and success doing what aligns with their reason for being here.

Evy began his career as a fitness consultant over 25 years ago, for Bally’s Sports Clubs on Wall Street in New York City. While at Bally’s, Evy won several awards and had the opportunity to study under and be coached by some of the fitness industry’s best coaches, instructors and directors. While in NYC, Evy also worked with NYC’s top health clubs and helped transform the lives of hundreds of clients. Evy applies his personal and professional experience to customize programs for clients to help them reach their goals. Evy has worked with many different populations ranging from youths and athletes to deconditioned professionals and senior citizens working to improve their overall health and fitness.

As a coach, Evy’s clients know and love him for his positive, fun, and entertaining attitude at every session. As he caters to each individual client’s needs, he takes great pride in educating, motivating and supporting them through their personal fitness journey.

My name is Raquel, and I grew up in the Dominican Republic, a beautiful island with the most amazing food, always fresh, full of seasoning and infused with lots of love. Food for me is more than just a way to fill our belly, and have more energy. I view food and the process of preparing a meal as a celebration. There is nothing better than a nutritious meal, which is prepared with love and the intention to nourish our body, mind and soul. Through my training at the Institute of Integrative Nutrition and the practices I have applied in my daily life, I learned to approach nutrition as an opportunity to take into consideration what makes us unique and to remember where our ancestors originated. We do this by tracing our bio-individuality, the unique story that has shaped the way we eat now and give us a roadmap to the way we should be eating for ultimate health. I look forward to working together if it feels alight with you.

Patrick is a systemic facilitator of transformation, holding space for optimal personal and professional learning experiences, empowered by a values-driven approach.

With over 10 years’ international consulting experience as a facilitator of transformation, values consulting and leadership coaching, he focuses on personal mastery and inner leadership development, individual and collective well-being, and alignment with personal and organizational purpose.

Prior to consulting Patrick spent 20 years in education as a teacher, facilitator and coach: specialising in curriculum design, development and delivery, emotional intelligence, behavioural change, personal and spiritual development, crisis management, mental health and bereavement counselling.

People he has worked with praise him for his calm and inspiring presence, resilience and positive attitude, creativity and generosity. They say that he opens up a world of new possibilities by focusing on celebrating what is good and exploring/expanding the space to grow.