Wealth Planning and Investment Management

STRATEGIC PARTNERS

CWPIM proudly partners with Dimensional Funds, sharing a profound investment philosophy, derived from confidence and belief in the markets and prices, and successfully implementing ideas into robust investment strategies.

David Booth
Founder and Executive Chairman, Dimensional Funds

“The important thing about an investment philosophy is that you have one you can stick with.”

Conscientious Wealth Planning and Investment Management LLC is a Georgia and Florida registered investment adviser doing business as CWPIM.

8000 Avalon Blvd STE 100 Alpharetta, Ga 30009
(770) 596-2692

Disclosures