The FIVE-STEP Legacy Process for
established Business Owners
Utilizing The "Decision Lab" Process to Strategically Shape Family Business Owner Legacies
Going beyond conventional wealth management to help you set up your family for multi-generational wealth and effective asset protection.
Sanger D. Smith
Author and Founder
BFA™, APMA®, CEPA™
11 Years of Industry Experience
The FIVE-STEP Legacy Process for
established Business Owners
Utilizing The "Decision Lab" Process to Strategically Shape Family Business Owner Legacies
Going beyond conventional wealth management to help you set up your family for multi-generational wealth and effective asset protection.
Sanger D. Smith
Author and Founder
BFA™, APMA®, CEPA™
11 Years of Industry Experience
- 5 Key Decisions For Sculpting Your Generational Legacy -
5 Key Decisions For Sculpting
Your Generational Legacy
Crafted by Private Wealth Advisor
Sanger D. Smith
Key Insights To...
Unveil wealth convergence dynamics through diving into how your business growth and family milestones can be aligned for a harmonious life
Build generational trajectory maps and learn to navigate the Family Prosperity Formula, charting a clear path for your business's longevity and anchoring your family's future
Mastering strategic legacy impacts to transform your wealth into a force for lasting impact built on your terms and for the reasons you truly desire
And More...
Crafted by Private Wealth Advisor
Sanger D. Smith
Key Insights To...
Unveil wealth convergence dynamics through diving into how your business growth and family milestones can be aligned for a harmonious life
Build generational trajectory maps and learn to navigate the Family Prosperity Formula, charting a clear path for your business's longevity and anchoring your family's future
Mastering strategic legacy impacts to transform your wealth into a force for lasting impact built on your terms and for the reasons you truly desire
And More...
what Are others saying?
"Sanger and his team are top-notch. His guidance and knowledge have been invaluable as our family navigated transfer of inherited assets. Extremely trustworthy, transparent and helpful at every opportunity."
Lisa Lamkin,
Decidedly Wealth Management client
"The greatest thing that Decidedly has going for them is they show they care for my family by being available. I have never had that kind of service from any other financial advisor. Thank you Decidedly for caring for the Krause House."
Joel Krause,
Decidedly Wealth Management client
"We followed this Team from another financial company because of
our trust in them. They are very helpful on the phone or online to make sure you understand the answers asked or suggestions made."
Ron and Barbara Gerdes,
Decidedly Wealth Management client
"We have had a wonderful experience with Sanger. He is always honest and straightforward. We trust him so much that we transferred our portfolio to him when he started Decidedly Wealth Management."
Robert Anderson,
Decidedly Wealth Management client
The testimonial presented is made by an individual who is a client of Decidedly Wealth and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonial is not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonial has been evaluated for conflicts of interest and have not been found to present any conflicts.
what Are others saying?
"Sanger and his team are top-notch. His guidance and knowledge have been invaluable as our family navigated transfer of inherited assets. Extremely trustworthy, transparent and helpful at every opportunity."
Lisa Lamkin,
Decidedly Wealth Management client
"The greatest thing that Decidedly has going for them is they show they care for my family by being available. I have never had that kind of service from any other financial advisor. Thank you Decidedly for caring for the Krause House."
Joel Krause,
Decidedly Wealth Management client
"We followed this Team from another financial company because of our trust in them. They are very helpful on the phone or online to make sure you understand the answers asked or suggestions made."
Ron and Barbara Gerdes,
Decidedly Wealth Management client
"We have had a wonderful experience with Sanger. He is always honest and straightforward. We trust him so much that we transferred our portfolio to him when he started Decidedly Wealth Management."
Robert Anderson,
Decidedly Wealth Management client
The testimonials presented are made by individuals who are a client of Decidedly Wealth and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonials have been evaluated for conflicts of interest and have not been found to present any conflicts.
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Dedicated to providing family businesses support and guidance through various phases of ownership, and life.
6300 Ridglea Place, Suite 1111, Forth Worth, Texas 76116, United States
817-615-9711 | contact@decidedlywealth.com
Your privacy is extremely important to us. View our privacy policy.
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Amplified Advisors to provide information on a topic that may be of interest. Amplified Advisors is not affiliated with the named representative, broker - dealer, state - or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 Decidedly Wealth Management.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Decidedly Wealth Management, LLC and any other entity listed herein are not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: www.kestrafinancial.com/disclosures
Any website links referenced are being provided strictly as a courtesy. Neither us nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.Check the background of your financial professional on FINRA's BrokerCheck.
© 2023 Decidedly Wealth Management - All Rights Reserved
Dedicated to providing family businesses support and guidance through various phases of ownership, and life.
6300 Ridglea Place, Suite 1111, Forth Worth, Texas 76116, United States
817-615-9711 | contact@decidedlywealth.com
Your privacy is extremely important to us. View our privacy policy.
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Amplified Advisors to provide information on a topic that may be of interest. Amplified Advisors is not affiliated with the named representative, broker - dealer, state - or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information
.
Copyright 2023 Decidedly Wealth Management.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Decidedly Wealth Management, LLC and any other entity listed herein are not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: www.kestrafinancial.com/disclosures
Any website links referenced are being provided strictly as a courtesy. Neither us nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.Check the background of your financial professional on FINRA's BrokerCheck.
© 2023 Decidedly Wealth Management - All Rights Reserved