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Wealth Management Services

At Conscience Bay Capital, the pursuit of giving you and your family the ability to work, retire, and live the way you want is something we take personally. It is the reason we take the time to know you as a person- with your family, your goals, and real situations that affect those goals. We are able to make the connections between your finances and life clear, so you can make decisions with genuine certainty.

How we help our clients: 

Investment Management

  • Institutional process
  • Fee-conscious approach
  • Security Selection
  • Risk-managed strategies
  • Tax efficiencies
  • Ongoing monitoring
  • Portfolio rebalancing
  • Indexed and active management

Financial Planning

  • Risk tolerance
  • Asset allocation strategies
  • Investment policy statement
  • ESG investments
  • Stock concentration
  • Review ESPP and RSU
  • Annual Review

Retirement Planning

  • Retirement goal setting
  • Social Security planning
  • Business planning
  • IRA contributions and Roth conversions
  • 401(k)  and other retirement plans
  • Self-employed retirement plans
  • Pension planning
  • RMDs and withdrawal strategies

Business Planning

  • 401(k) plan review
  • Liquidity events
  • Succession planning
  • Access to lending services
  • Business consulting

 

 

 

 

 


“Nobody can predict interest rates, the future direction of the economy or the stock market. Dismiss all such forecasts and concentrate on what’s actually happening to the companies in which you have invested.”

-Peter Lynch

Contact Us

 

Phone: 631-486-6625

Email: admin1@consciencebaycapital.com

1212 route 25A, suite 3C, Stony Brook, New York 11790

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Legal

All content on this site is for information purposes only and should not be viewed as investment advice. Materials presented on this site are believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.

Conscience Bay Capital, Incorporated and all of those affiliated with Conscience Bay Capital, Incorporated do not provide tax or legal advice. Nothing herein should be construed as such. Always consult with your tax advisor or legal counsel regarding your specific circumstances.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, NC, NJ, NY, OH, PA, TX.

This website has the Secure Sockets Layer (SSL) Certificate which is used to secure information between the web browsers and the servers.  If you have any questions regarding the Cyber Security policies and procedures of Conscience Bay Capital, Incorporated, please contact: admin@consciencebaycapital.com

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