Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Tom McAuliffe

Whole Wealth Advisor™

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Conscious Capital Tom McAuliffe
San Rafael, CA

Serving Clients Nationwide

Whole Wealth Advisor™

415-902-0613

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Tom McAuliffe.

I’m Here for A Reason:

Navigating the world of money can be a difficult land to traverse, especially for those who prioritize their inner values and social consciousness. It can seem like a harsh and unforgiving world, leaving the unprepared feeling overwhelmed. Having spent over half my life in this realm, I understand it well. Despite its challenges, I firmly believe that there is much good to be gained from making wise use of our wealth. I am eager to share my experience and empower my community to use their resources for the betterment of our world.

My Journey Into Power

I grew up in a middle-class home that had a good deal of love, and a lot of dysfunction around money. I became self-reliant early on, shoveling driveways, delivering newspapers, and mowing lawns. By 15 I had my own lawn and garden business. In college and after I had a remodeling business designing and installing kitchens and baths. One of my clients offered me a job in office equipment sales and I was ready for a change, so I cut my hair, shaved off my beard, bought the Brooks Brothers suit and jumped into sales. After 6 years I went looking for bigger and better. I started as a cold calling broker with Shearson American Express in the fall of 1986.

At that time, the big brokerage houses evaluated performance based on “production” – the amount of money you made for the firm – rather than the actual benefit provided to the clients. As someone who has always prioritized the needs and interests of my clients, I felt like a round peg in a square hole. To me, true success in this industry is not about generating profits for the firm but about making a meaningful impact on my clients’ lives. While I understand and acknowledge the realities of the money industry, I am committed to putting my clients’ best interests first.

With a sense of disappointment from the corporate world, I left Wall Street behind and sought refuge in a small but rapidly expanding independent broker dealer, and what a difference it made! As soon as I became independent, I felt liberated and empowered to bring my whole heart and soul to my work – assisting people in growing their savings and securing their future to the best of my ability.

Alongside my work as a financial advisor, I have also been committed to my personal spiritual practices and community involvement. These practices have been a source of strength and resilience for me, helping me maintain a sense of objectivity and perspective in both my personal and professional life. I am currently in the process of becoming a spiritual director through the Unity Worldwide Spiritual Institute so that I may further support those seeking inner peace and purpose in a turbulent world.

Aligning Being With Doing

Gardening is a passion of mine. A good garden needs to start with a good plan. What does your landscape offer you? What tools do you have at hand? What do you want to grow: fruits, vegetables, flowers, all of the above? Maybe you want to host plants that feed bees and butterflies. Once planned then it’s a matter of tending, weeding, replanting when needed. We plan the work then work the plan.

Your financial life can be looked at as a garden of sorts. You can grow great goodness with your wealth garden, both taking care of your immediate concerns and creating a bounty for you and your loved ones.

Whole Wealth management is a matter of deep discovery: who are you, what do you want to accomplish, what tools do you have in your shed, and what other tools are available to help you reach your goals. We start with a good plan based on lifestyle needs and wants. This leads to a personalized investment model, with ongoing monitoring and adjustments as needed. We add the management of expectations and emotions, all to help you get a good harvest and to leave a lasting legacy.

Who I serve and why

As a Whole Wealth Advisor, I am honored to serve the Cultural Creatives of our community, who I refer to as “my tribe.” This community is made up of individuals who share values of inner development, social justice, and care for the natural world, as outlined in Paul H. Ray and Shirley R. Anderson’s book, The Cultural Creatives: How 50 Million People Are Changing The World. It transcends the boundaries of political labels and is united in the vision of a world where peace and prosperity are attainable for all. I am committed to empowering my tribe by championing the wise use of wealth, educational initiatives, and women’s rights, in the hope that we can foster a brighter future for all.

Primary Location

San Rafael, California

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Offers Investment Management

Yes

About our Firm

Our reason is to live up to the name ‘Conscious Capital’. Our purpose is to help you to invest in yourself based on your values. We built our company on the belief that each human being deserves to Live Whole®.

We offer comprehensive whole wealth planning, and world-class responsible investing services to a diverse group of people, from Family Offices to Wealth Creators. We believe the days of relying on one Financial Advisor for your complex range of needs are over, that’s why we take a centralized team-based approach.

What We Do

We cultivate and nurture your money and other forms of wealth to help you fulfill your life’s purpose and leave a meaningful legacy.

What We Think

We aren’t just imagining a world where each human being can fulfill their potential, we are creating it daily in collaboration with our clients. In service of this vision, we actively work with conscientious clients and seek to work with multi-discipline coaches and financial advisors to join our ever-expanding movement… Inspired?

Education

University of San Francisco, Organizational Behavior | Boston College, Liberal Arts and Sciences, General Studies and Humanities

Hobbies and Interests

  • Family
  • Gardening

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.