At Conservant Capital, we provide disciplined financial guidance designed to help preserve, manage, and grow your wealth so you can pursue what matters most today while building a legacy for tomorrow.
A Name That Reflects Our Philosophy
We chose the name Conservant Capital with intention. It represents our belief that wealth should be managed with care, discipline, and foresight. Our mission is to provide thoughtful wealth management strategies that help preserve what you’ve built while positioning your assets for long-term growth. By aligning your financial strategy with your personal goals and values, we help you pursue your life’s aspirations and create a meaningful legacy for future generations. Learn More About Our Practice
A Planning Process Built Around You
Every financial decision should support the life you want to live. Our planning process begins with listening - understanding your priorities, goals, and vision for the future.Drawing on the experience of our team, we develop comprehensive wealth management strategies designed to bring clarity and structure to your financial life. We also collaborate with your other professional advisors, helping ensure every part of your plan works together and stays aligned as your life evolves. Learn More About our Process
Guidance for Every Stage of Life
We are proud to serve individuals, families, and multiple generations of clients. Wealth planning is not a one-time event-it’s an ongoing relationship.As life changes and new financial questions arise, we are here to provide thoughtful guidance, timely insight, and the information you need to make confident decisions for yourself and family.
Our goal is simple: to help you stay on track toward the future you envision. Learn More About Our Services
Experienced. Disciplined. Trusted Partner.
Backed by more than 50 years of combined financial management experience, our team provides thoughtful guidance and a disciplined approach.Working with Conservant Capital means having a partner who provides:
- Tailored wealth management strategies
- Coordinated planning with your professional advisors
- On-going relationship and guidance
- A disciplined, long-term investment philosophy
Let’s Build Your Financial Future Together
A strong financial strategy begins with a conversation. Whether you’re planning for retirement, managing assets, or thinking about the legacy you want to leave, we’re here to help. Start the Conversation
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Learn MoreExperienced Guidance. Trusted Credentials.
Catherine holds the CERTIFIED FINANCIAL PLANNER® certification, one of the most respected credentials in wealth planning. CFP® professionals are trained to take a comprehensive approach to helping clients make informed decisions across all areas of their financial lives.
Michael earned his Juris Doctor and Master’s Degree in Alternative Dispute Resolution from Pepperdine University School of Law and served on the editorial board of the Pepperdine Law Review. (no longer practicing)
He has advised business professionals, entrepreneurs, and families, and previously served as an Adjunct Professor of Law and Assistant District Attorney for Bexar County.