Conscientious Wealth Planning and Investment Management, LLC

EST. AUM
$15,402,897

CONTACTS

CLIENT ACCOUNTS
92

Firm Details

Metro area Atlanta
CRD Number 288024
Website cwpim.com
Client types

Overview

Conscientious Wealth Planning and Investment Management, LLC (doing business as CWPIM) is an independent, fee-only boutique registered investment advisory practice headquartered in Alpharetta, Georgia. Founded in 2017 by its Managing Member and Chief Compliance Officer, Ali Mohammad Syed, CFP®, the firm operates on a pure fiduciary framework, specializing in personalized wealth architectures for individuals, multi-generational families, and high-net-worth clients. CWPIM builds tailor-made, high-conviction portfolios utilizing institutional-grade indexed products, specialized mutual funds, and low-cost exchange-traded funds (ETFs) managed by top-tier third-party asset managers. Operating intentionally outside of traditional wrap-fee programs to maximize structural fee transparency, the practice seamlessly unifies active investment supervision with cross-disciplinary financial design—explicitly accounting for risk tolerances, retirement cash flow goals, proactive tax location, and asset insulation strategies.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Conscientious Wealth Planning and Investment Management, LLC

Platform Details

Investment Preferences

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