Decidedly Wealth Management

Name: Decidedly Wealth Management
Address: 6100 Camp Bowie Boulevard, Fort Worth, TX, 76116, US
Telephone: (817) 615-9711
Price range: $$$
Rating: 5

Aligning your finances with your values for a secure and purposeful future.

5(5 reviews)

$$$

Business

financial-advising

accountant

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Services Offered

Personalized Financial Planning

Comprehensive analysis and strategy development tailored to your specific goals, values, and financial situation.

Wealth Management

Ongoing portfolio management and investment advice to grow and protect your assets for long-term security.

Goal Alignment Consulting

Helping clients connect their financial decisions with personal values and life aspirations for a purposeful future.

Retirement Planning

Strategies to ensure financial stability and readiness for retirement, including savings and income planning.

Client-Centric Support

Accessible team assistance to handle details, connect dots, and provide responsive care for all financial needs.

Reviews

5(5 reviews)

Rating Distribution

Stella F Hess

via Google

2 months ago

Sanger and TEAM at Decidely Wealth are incredible. They take very good care of us by protecting our future!

Jennifer Marvel

via Google

3 months ago

I cannot recommend this team highly enough! Sanger is always willing to spend the time it takes to thoroughly understand the client's situation and needs, and more importantly what the client values - then helps determine a path to achieve it. Deep knowledge and true professionalism. Dori and Wyatt are absolute gems as well, making sure that all the dots are connected and all the details are taken care of.

Erik Nordt

via Google

3 months ago

Sanger Smith has not only brings a great amount of knowledge to his service, but he cares deeply about your goals and what you want out of your finances. I always feel my finances are not only in a great position, but in a great position for me. He and his entire team are very accessible and a pleasure to work with

Ben Watts

via Google

4 months ago

Sanger is very knowledgeable and professional, and took time to really understand our family's needs and wishes. Highly recommended!

Sheryle Gillihan

via Google

over 1 year ago

Sanger Smith is incredibly knowledgable and great to work with because of his commitment to his clients goals and helping them align their financial decision with their values. I appreciate his care, commitment, honesty, and his respectful approach. It goes above and beyond wealth management.