CONSCIOUS
WEALTH®
PROFESSIONAL SERVICES

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Surround yourself with a team built to serve your vision.

Our coordinated team of wealth strategists, advisors, facilitators, and coaching professionals becomes your trusted partner-helping you:

DESIGN your legacy

Your values deserve to live on. We help you align your assets, empower the next generation, and design a legacy rooted in purpose. Through thoughtful governance, education, and investment structure, you leave more than wealth-you leave meaning.

  • Create custom legacy plans and governance frameworks across generations
  • Empower the next generation with tools for stewardship, leadership, and impact
  • Align your giving, estate, and investment strategies with long-term impact

Build Your Family Legacy With Us  

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SCALE your business

We help you scale with purpose-strengthening the core while expanding the vision.

  • Build durable structures for ownership, equity, and decision-making
  • Access vetted experts in tax, legal, and strategic advisory
  • Align business growth with personal and family financial planning

See how we can help you Scale wisely  

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EXIT without regrets

A well-executed business exit can unlock new opportunities. We help you design a business succession plan aligned with your personal, family, and philanthropic goals.

  • Coordinate tax-efficient deal structures in collaboration with M&A, legal, and estate planning experts
  • Strategically manage liquidity events to support future investments and family needs
  • Integrate personal, business, and generational priorities into a seamless transition strategy

Discover Our Exit Planning Services  

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Your vision, fully supported.
Your legacy, intentionally designed.

Curated Support

We don't believe in one-size-fits-all solutions because no two companies or families are the same. Your values, goals, and stage of life shape every recommendation we make.

Our curated network of experts-from wealth strategists, CPAs and M&A advisors to estate planners, family facilitators, and coaches work in harmony to support your unique definition of wealth. It's a holistic framework for purposeful living and generational alignment.

OUR TEAM OF EXPERTS

M&A Advisors

Our M&A advisors craft outcomes that reflect the full value of what you've built-including your culture, vision, and future impact. From buyer targeting to strategic deal structuring, we help founders take control of the process and align every detail with their financial goals and legacy.

CPAs

Our CPAs are embedded collaborators who help structure the financial foundation-from scaling businesses to planning exits and designing legacies. Working closely with your broader advisory team, they integrate tax strategy into the heart of your financial architecture.

Estate Planners

Our estate planning attorneys translate complex personal and financial priorities into clear, enforceable frameworks. They handle asset protection, trust structuring, succession plans, and philanthropic vehicles with technical precision.

Controllers

Acting as the financial backbone of your operations, controllers bring precision to reporting, forecasting, and cash management.

Coaching Professionals

Our coaches work at the intersection of leadership, family,and personal development. They help individuals and organizations navigatetransitions, clarify purpose, and lead with alignment.

Wealth Strategists

Our Wealth Strategists do more than manage your money. They get to know your goals and values and create a strategy that reflects your priorities now and into the future.

Family Facilitators

Skilled in governance, communication, and legacy alignment, facilitators guide generational conversations that build trust, clarify roles, and support sustainable decision, making across family systems.

Fractional CFOs

Our fractional CFOs provide executive-level financial oversight tailored to complex family enterprises and founder-led businesses. They serve as thought partners on capital allocation, cash flow management, scenario modeling, and strategic decision-making.

Biographers

Our biographers help families preserve their history, values, and defining moments through personalized storytelling. They work closely with family members to document experiences, lessons, and legacy, creating a lasting narrative that can be shared across generations.

Conscious Wealth Visualized

Expansive Wealth

Refers to a broad and inclusive understanding of wealth that goes beyond financialabundance to include emotional, intellectual, spiritual, and relational richness.Expansive wealth emphasizes the value of diverse aspects of one’s life andcommunity, nurturing growth and abundance in all areas.

  • lONG-TERM MINDSEt
  • EMBRACE ABUNDANe
  • pRACTICE GRATITUDe

Perspective

How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but in terms of opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impacts of one’s financial decisions.

  • iNDIVIDUAL RESPONSIBILITy
  • fAMILY PERSPECTIVe
  • faith

Holistic Health

Ensuring that wealth contributes to the complete physical, mental, emotional and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.

  • mental
  • physical
  • iNTEGRATIVE MEDICINe

Connection

The quality and depth of relationships with others and the environment. It includes fostering strong, supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.

  • aDVENTURE TOGETHEr
  • PHILANTHROPY/VOLUNTEer
  • cONSCIOUS BUSINEss

Financial

Financial wealth is a critical foundation for your lifestyle and the other three wealth pillars. As a result, we take the responsibility of financial wealth seriously. This element supports a positive health span and a life of purpose and impact. So, this relationship between financial longevity and wellbeing is very tangible — it’s expressed in the ways you pay for food and services, and support an elevated lifestyle. Our Conscious Wealth Mangers help you identify your goals and inform your investment strategy and estate planning needs.

  • long-term Investing
  • Legacy Planning
  • Cash Flow

Health

Without your health, the other pillars of Conscious Wealth lose their shimmer. Although hidden from the surface, your mental clarity, emotional balance and underlying sense of wellbeing is the engine to achieving Conscious Wealth. This wealth conviction includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life. Our Conscious Wealth Managers coordinate your health goals with the concierge medical team of physicians, nutritionists and wellness specialists.

  • Movement and art
  • Health Span
  • Mental, Emotional and Physical

Perspective

How you view your place in the world is a form of wealth and source of strength. In many ways, you had this wealth perspective before you had financial wealth — and it endures even after you and your money are gone. Not only does it guide your actions, but lives within you and the people you have impacted throughout your life. As part of your legacy, you must design, cultivate and care for your wealth perspective as much as your other pillars of wealth. We help you address your mindset around personal growth, social connections, and environmental sustainability. The goal is to become aware of your own biases and the broader impact of your financial decisions.

  • Growth Mindset
  • Integrity
  • Higher Purpose

Connection

The highest form of legacy building is a selfless act where you can humbly transform your wealth into the betterment of others. If you wonder, “What is the point of it all?,” you merely need to look around. The quality and depth of your relationships with others and the environment is an integral part of Conscious Wealth. You foster strong, supportive, and reciprocal relationships that positively impact others and create unity. By doing so, you align your actions with your values. We have found that our clients prioritize serving their family and community through various means, including business, philanthropy, and how they live. Our Conscious Wealth Managers are on the lookout for ways to help you maximize your impact.

  • Business
  • Philanthropy / Service
  • Community and Family

Additional Resources

The Currency of Trust: Liquidity & Letting Go

The Currency of Trust: Liquidity & Letting Go

April 8, 2025

Kristina Wiltsee is a bridge between science and spirit. A business executive, intuitive coach, and healer who helps individuals and organizations navigate change with clarity and depth. As VP of Operations at a learning agency, Kristina brings structure and strategy to complex systems. Outside the boardroom, she’s a professional psychic consultant, YouTube creator, and writer focused on super-conscious living. With a background in chemistry and international relations from Carnegie Mellon, and past lives as a researcher, yoga teacher, herbalist, and global traveler, she blends deep analytical thinking with profound energetic insight. A mentalist and claircognizant, Kristina specializes in empowering others to access their own intuitive intelligence—without relying on external “healers.” She guides executives, teams, and individuals to tap into creative consciousness, helping them move confidently through transformation, decision-making, and spiritual growth. Kristina lives on a homestead in middle Georgia with her husband and two children, where she also grows food, hosts guests, and lives in close rhythm with the land. Her life’s work is to help others come into alignment with their own power—so they can lead, heal, and create from a place of truth.

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The Power of Employee Ownership

The Power of Employee Ownership

April 10, 2025

In this inspiring talk, the founder of Ocaquatics Swim School shares how an unexpected life detour led to the creation of one of the nation’s most impactful purpose-driven businesses. What began as a small swim lesson operation has now grown into a thriving employee-owned company with over 165 team members and nearly 3 million swim lessons taught.

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Voicing the Storm: Allow Your Subconscious to Talk

Voicing the Storm: Allow Your Subconscious to Talk

August 20, 2024

When life presents us with a storm, we can feel a maelstrom of emotions that overtake us. We can become overwhelmed. Frustrated. And feel like yelling. Or maybe, crawling away into a hole.

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Community

Community

February 28, 2025

Community is the foundation of any successful team, and therefore one of the twelve foundations of Conscious Wealth. Community fosters connection, trust, and belonging, turning a group of individuals into a cohesive unit. When we feel part of a community, we’re more willing to invest ourselves fully, knowing we are surrounded by people who care about our contributions and well-being.

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The Enough Equation

The Enough Equation

March 24, 2025

“I made a formula to help with cultivating a Conscious Wealth Mindset. I call it my Enough Equation. “Enough” is my current financial assets and their growth, minus what I spend and will spend, plus my confidence to face adversity in the future, divided by my Money Memory.

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Getting into the Right College: This isn't the 1990's Admission Process

Getting into the Right College: This isn't the 1990's Admission Process

September 21, 2024

Remember when you applied to college? Maybe you took out your word processor and pulled together a handful of applications (there may have been some white-out involved), wrote an essay or two, and sent them off with a wing and a prayer. Then you got your acceptance letters (in the mail) and that was that. Fast forward to today - the college admissions landscape is completely unrecognizable to those of us who applied to college in the days before laptops and iPhones. Understanding the changes and what they mean to students (and you) can help families navigate the process successfully, and minimize everyone’s stress along the way.

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Staying Grounded in Uncertain Times

Staying Grounded in Uncertain Times

October 22, 2024

I am pretty sure I’m not the only one who finds it overwhelming to navigate the uncertainty in the world today. Whether it’s natural disasters, political polarization, global tensions, or issues closer to home like the health and well-being of loved ones, there is much happening in the world that contributes to a sense of uncertainty.

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The Nature of Valuation: Consciousness, Memories, and Resonance

The Nature of Valuation: Consciousness, Memories, and Resonance

July 23, 2024

Valuation is a concept that often seems straightforward on the surface. We frequently use monetary terms to quantify the worth of objects, properties, or businesses. However, this perspective only scratches the surface of the true nature of valuation, which is deeply intertwined with consciousness, subjective memories, and personal resonance.

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Investing in Longevity: Lessons from Blue Zones for Your Healthspan

Investing in Longevity: Lessons from Blue Zones for Your Healthspan

March 21, 2025

What if the key to a longer, healthier life was already in your daily routine, waiting to be noticed? Healthspan is about more than just living longer, it’s about maintaining vitality, purpose, and deep connections throughout life.

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How a Career Crisis Led to More Than a Job Change: It Changed my Life

How a Career Crisis Led to More Than a Job Change: It Changed my Life

November 26, 2024

In my late thirties, I was invited to join a private investment banking firm owned by a multibillionaire and open a wealth management office in Atlanta. I built the office from the ground up, recruiting some phenomenal advisors and support staff to create a strong team.

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Don't Give Out Money to Charity: Out of Your Own Pocket

Don't Give Out Money to Charity: Out of Your Own Pocket

November 26, 2024

What if there was a way to give more to your favorite causes without dipping into your own wallet? Imagine a strategy that not only helps you maximize your generosity this giving season but also saves you money in the process.

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The "Why" Behind the Fuel I'm Consuming

The "Why" Behind the Fuel I'm Consuming

October 22, 2024

As a professional athlete, it is extremely important for me to manage anxiety and optimize routine to control as many variables as I can. In my search for tips on controlling anxiety and optimizing routine, I came across Andrew Huberman, a neuroscientist and professor at Stanford University School of Medicine. He is known for his research on brain function, behavior, and health. Huberman Lab podcast simplifies complex neurological systems to practicalities for everyday life.

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Paying For College:New Rules for 529's

Paying For College:New Rules for 529's

September 20, 2024

Many parents are thinking ahead and saving early for their children’s education. One great way to do so is through a 529 Savings Plan. The 529 plan is an account that allows investments to grow tax-free as long as the distributions from the account are used for qualified education expenses. This means if you deposit $1,000 into an account and it grows to $10,000, the $9,000 gain is not subject to capital gains or income tax if the funds are used for qualified expenses. With this kind of tax deferral, these can be powerful savings vehicles for your family. Let’s look at some common questions that people have about these accounts.

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How Passion Led to Purpose: Rediscovering My Path

How Passion Led to Purpose: Rediscovering My Path

September 20, 2024

It’s February 2020. I’m sitting in the Bobby Bailey Performing Arts Center past midnight, recording a 17-second orchestral excerpt for what feels like the 200th time this week. After a full day of classes, and a four-hour orchestra performance, everyone has left the stage but me. I’m exhausted, anxious, and wondering: Is this why I chose music?

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Get Paid to Go to School: If Only it Were That Easy

Get Paid to Go to School: If Only it Were That Easy

September 20, 2024

Millions of kids growing up around the U.S. dream of becoming college athletes. For most, this is merely a dream. I was fortunate enough to be able to live out this dream. Two of my favorite things in the world are sports and numbers so I found some statistics about college athletics provided by the National Collegiate Athletic Association (NCAA).

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Staying Calm in High Pressure Situations

Staying Calm in High Pressure Situations

August 20, 2024

Before working with Conscious Wealth, I was a two year captain and 5 year letterman (thanks Covid) for the track and field team at the University of Georgia. I went from being a walk-on freshman to an All-American in my 4th year. Part of this succe

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Market Data

Market Data

November 23, 2024

Market corrections, while often unsettling, are a normal and healthy part of financial markets. Without the lows, there are no highs. One way to stay calm amidst the storm is to know the facts:

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Chasing Storms

Chasing Storms

August 23, 2024

The movie “Twisters” is a reboot of one of the best disaster movies ever made. It features a fleet of beautiful Dodge Ram trucks and some of the best special effects I have ever seen. The full theater experience, complete with surround sound, made the power of each storm pop right off the screen. The film was also surprisingly informative about how these storms form and the difficulties of living in an area where such natural disasters are common.

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How Will the Presidential Election affect the Market?

How Will the Presidential Election affect the Market?

October 22, 2024

We hear from many different people around the country and everyone has their own opinion about what could happen. While nobody can predict the future, we can look backwards to previous election years to gain some perspective.

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Giving Data

Giving Data

November 26, 2024

The 2024 leading indicators for giving are in, and they say that giving is in. Recently Bank of America conducted its annual giving research and released the highlights. They show a mindset shift has occurred among affluent Americans towards charitable giving. The study reveals a growing emphasis on intentional philanthropy and the intergenerational impact among this group.

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The Value of a Bag of Chips

The Value of a Bag of Chips

August 23, 2024

Doh! It seems that every time you purchase a bag of chips, not only is the bag more expensive, but there are less chips than ever. This is frustrating, deceptive, and leaves us all feeling like we did not get the true value of our dollars. We are not alone, Kitchen Cabinet Kings did a study on this back in 2018 and the results were interesting. Lets look at the top selling chip brands percentage ‘air’ and explore the best value alternatives.

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The Price of True Love: The Twelve Days of Christmas' Costs in 2024

The Price of True Love: The Twelve Days of Christmas' Costs in 2024

December 20, 2024

December is a season synonymous with giving. Whether it’s gifts for loved ones, volunteering time, or donating to those in need, generosity fills the air. In fact, nearly one-third of annual giving happens during this month.

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Preparing a Business Exit: Creating a Future of Wealth and Purpose

Preparing a Business Exit: Creating a Future of Wealth and Purpose

March 11, 2025

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Designing a Legacy: Wealth, Influence, and Impact

Designing a Legacy: Wealth, Influence, and Impact

March 21, 2025

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The Process

At Conscious Wealth, our coaching prioritizes the process above all else. It empowers us to establish a robust foundation and sustain our growth. While we tailor each engagement with families to their unique needs, we always adhere to our established process. The process allows multi-generational families to redefine generational wealth.

Your Journey, Your Legacy

Every family has a unique history, and a compelling life story. Perhaps your entrepreneurial efforts sent you around the world. Or maybe your invention revolutionized an industry. Whatever the journey, your story is the genesis of your legacy - and is worth preserving.

As part of our legacy planning services, we help families elevate the stories of the lives so you safeguard this distinct identity of your estate. You are able to process histories, gain perspectives and share the experiences and values that define you.

Hover to Align

Smith Family Investment Philosophy

Investment Strategy

The Smith Family Estate Plan

Philanthropy Plan

Values and Vision

Next Generation Education

Family Statement of Values

Business Succession Plan

Individual's Vision

The Smith Family Estate Plan

Investment Strategy

Philanthropy Plan

Values and Vision

Next Generation Education

Business Succession Plan

Family Statement of Values

Individual's Vision

Smith Family Investment Philosophy

TRANSFORMING MONEY INTO JOY!

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