Beyond the Balance Sheet: Brandon Hatton’s Holistic Take on Wealth
In the latest episode of Dollars & Change: The Expert’s Guide to Sustainable & Responsible Investing, host Peter Krull took us to Future Proof Citywide in South Beach, Miami, which provided a lively and inspiring backdrop for a discussion about the intersection of finance and consciousness. Peter was joined by Brandon Hatton, the President and Chief Investment Officer at Conscious Wealth. Brandon has a unique approach to wealth management that emphasizes purpose, abundance, and connection alongside financial returns.
Brandon started the episode by sharing his fascinating career journey, which was shaped by a seven-year teaching stint across three different countries. This path molded his thinking about a non-linear life, where detours can build useful skills and broaden one’s worldview. His experience as a teacher continues to influence his work as an advisor as he educates clients and advisors on the investment process.
Brandon explores the concept of Conscious Wealth and its underlying meaning. Brandon chose the word ‘conscious’ because it resonates with clients, helping them understand that the firm is there to support their conscious journey through life—beyond just wealth and finances. To achieve this, the firm helps clients consider four key pillars: health, connections, mindset, and finances, believing that true abundance stems from a holistic approach to wealth.
One of Conscious Wealth’s standout offerings is family facilitation, where Brandon works with a licensed therapist to help families communicate openly about money and deeper issues. These sessions aim to foster stronger connections, grounded in empathy and honesty, to get to the root of why money is often a source of conflict for many families and turn this challenge into an opportunity for growth.
Brandon’s investing philosophy prioritizes creating abundance while reducing fear. He favors transparent investment strategies, such as stocks and bonds, to help ensure that his clients can understand them and build a connection to them. While not strictly SRI-focused, his approach promotes responsible business practices and encourages clients to invest in their values.
For the complete episode, click here or find Dollars & Change: The Expert’s Guide to Sustainable and Responsible Investing on your favorite podcast platform.
Check out some of our recent episodes:
- Andy Kaufman, Chief Investment Officer at Community Capital Management (CCM), highlights the evolving landscape of community investing and the role of creativity and intentionality in finance.
- Heather Beatty, the founder and CEO of ScopeFour Capital, unpacks some of the most pressing and innovative solutions in sustainable investing.
- Dianna Cohen, CEO and co-founder of the Plastic Pollution Coalition, shares how she is driving change in the fight against plastic pollution.
We’d love to hear your thoughts on this topic. Share your feedback or suggest future topics by contacting us at info@earthequityadvisors.com.
Be good. Invest better.
The Earth Equity Team
