Wealth Conscious Management is a full-service, independent wealth management firm dedicated to being your financial partner. Our firm is built on the pillars of integrity, fidelity, steadiness, accessibility, and experience. We predominantly serve high-net-worth and ultra-high-net-worth clients, including entrepreneurs and entertainers. Our non-emotional approach to managing finances allows us to navigate uncertain times with clarity. We see beyond the chaos to keep our clients moving forward.
Wealth Conscious Management offers comprehensive services to support your financial management needs. As an independent practice, we have the flexibility to evolve with our clients, providing solutions that align with their needs and financial objectives. Our strategies are informed by market knowledge, focusing on offering clear and transparent advice tailored to each individual client.
Wealth Conscious Management focuses on guiding you toward financial stability by providing strategies aimed at helping you reach long-term success. Our team not only prioritizes your immediate financial needs but also your core values and long-term goals, helping our clients stay on a path to progress.
Tyler is the Founder and Senior Wealth Advisor at Wealth Conscious Management. He began his career in wealth management in 2010 and later established Wealth Conscious Management with the vision of creating an innovative and responsive company that integrates best-in-class investment access and technology with unparalleled service to meet the needs of today’s demanding world.
He earned an MBA from the University of Southern California and a bachelor’s degree from the University of California, Santa Barbara. He holds certifications as a Certified Financial Planner (CFP) and a portfolio management credential from Wharton.
Tyler’s greatest strength is his ability to see clearly and make sound decisions amid chaos. He is committed to simplifying complex financial scenarios for his clients by prioritizing transparent communication, diligent management, and integrity, always putting his client’s best interests first.
Tyler is not only dedicated to his professional commitments, but also actively involved in community service with organizations such as Life Rolls On and Share Ourselves. He is an avid meditator and also enjoys spending time with his family, attending his son’s soccer games, and supporting University of Southern California athletics, contributing to his well-rounded active life.
Nicole joins Wealth Conscious Management with over 5 years of experience of dedicated support to advisors at a full-service broker-dealer called Crown Capital Securities. During her time at Crown Capital Securities, she excelled in fostering enduring advisor-client relationships while driving operational efficiency. Nicole is passionate about providing dedicated support to clients and advisors alike.
Nicole grew up in Orange County, CA and recently moved to the Texas Hill Country with her husband and two boys. When not taking the boys to various sports and activities, Nicole enjoys her free time playing competitive tennis and mastering the art of Texas BBQ.
Do you have questions for Wealth Conscious Management and want to get in touch? Call or email us anytime. We are here to serve you.
Supervised by:
858 Camp St
New Orleans, LA 70130
Contact:
(O) 310.569.4460
