Decidedly Wealth Management
Our mission is to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. We can accomplish that mission by helping you with the following services: Financial Planning Wealth Management Investment Advice Estate Planning Tax Planning Small Business Planning - 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 is 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Rj Finley
Private Wealth Advisor · Finance & Accounting
EmailPhone - MM
Morgan McKittrick
Executive Assistant · General Business & Management
EmailPhone - WS
Wyatt Sharpe
Financial Planning Associate · Finance & Accounting
EmailPhone - SD
Sanger D. Smith
Private Wealth Advisor i Founder · Other
EmailPhone
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Top roles at Decidedly Wealth Management
4 distinct titles indexed · top 4 shown.
- 1executive assistant
- 1financial planning associate
- 1private wealth advisor
- 1private wealth advisor i founder
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