Our Team Based Approach Makes Our Great Advisors Extraordinary

Whole Wealth Advisors™ do a lot more than help you with investment decisions.  We counsel you on how to leave a legacy in the world.   We support you through divorce and death.  We coach you through career transitions.  We celebrate weddings, graduations, and retirements together.  We unpack the deep questions of how to relate to wealth and privilege in terms of climate change, COVID, radical political partisanship and the myriad challenges of the 21st Century.

We act as a team, allowing us to bring you a balance of empathetic coaching, technical planning advice, and expert impact investing strategies.   Together, we are stronger than we are individually.

Whole Wealth Advisors™ deliver excellence. We believe the days of working with a traditional Financial advisor for your complex range of needs are over, that’s why we take a centralized team-based approach.

Together we have:

      • Served over 100 years of combined investment management experience
      • Launched over 25 companies
      • Managed over $25 billion
      • Attended 100 Funerals
      • Spent 5,000 days in the wilderness
      • Transformed countless personal lives with our coaching expertise
Conscious Capital Family
Pathfinder Care Team
Asset & Process Management
Whole Wealth Advisors™
Whole Health Advisors™

Lawrence Ford

Founder & CEO, CCO

Heather Desjardins

Chief Experience Officer

Michael Mancusi

Wealth Manager, RICP®, CFF

Greg Berry

Whole Wealth Advisor™

Andrea Wolfe

Whole Wealth Advisor™, CSRIC™

Chuck Fetters

Whole Wealth Advisor™

Tom McAuliffe

Whole Wealth Advisor™

Sivan Milstein

Project Coordinator Specialist

Pete Beebe

Brand Director

Carol-Lynne Brown

Human Capital Advisor

Douglas Wilde

Capital Markets Strategist

Mark Sloss

Conscious Portfolio Design

Craig Goldblatte

Legacy Guide

Curt Downing

Digital Systems Architect

Alaina Tobin

Graphic & Creative Design

Alexa Ford

Social Media Manager

Adrian Sclafani

Experience Intern

Richard Barrett

Author, Coach, Thought Leader

Raquel Aristhene

Holistic Health Coach

Patrik Somers

Live Whole Guide

Evy

Fitness Guide

Adrian Sclafani

Experience Intern

Carol-Lynne Brown

Human Capital Advisor

Heather Desjardins

Chief Experience Officer

Douglas Wilde

Capital Markets Strategist

Pete Beebe

Brand Director

Sivan Milstein

Project Coordinator Specialist

Mark Sloss

Conscious Portfolio Design

Alaina Tobin

Graphic & Creative Design

Curt Downing

Digital Systems Architect

Alexa Ford

Social Media Manager

Lawrence Ford

Founder & CEO, CCO

Greg Berry

Whole Wealth Advisor™

Michael Mancusi

Wealth Manager, RICP®, CFF

Andrea Wolfe

Whole Wealth Advisor™, CSRIC™

Chuck Fetters

Whole Wealth Advisor™

Tom McAuliffe

Whole Wealth Advisor™

Richard Barrett

Author, Coach, Thought Leader

Raquel Aristhene

Holistic Health Coach

Patrik Somers

Live Whole Guide

Evy

Fitness Guide

Craig Goldblatte

Legacy Guide

Our Partners