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Disclosures

Important information about our firm, our services, and our regulatory affiliations.

Broker-Dealer & Investment Advisory

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.

General Information

The information contained on this website is for general informational purposes only and should not be considered as specific investment, tax, or legal advice. The content provided does not constitute an offer to sell or a solicitation of an offer to buy any securities.

No Guarantee of Results

Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Fiduciary Standard

As an investment advisor representative, Sanger D. Smith has a fiduciary duty to act in the best interests of his clients. This means providing advice that is in the client's best interest, disclosing any conflicts of interest, and acting with care, skill, prudence, and diligence.

Professional Designations

  • CEPA — Certified Exit Planning Advisor, awarded by the Exit Planning Institute
  • BFA — Behavioral Financial Advisor, awarded by Kaplan Financial Education
  • APMA — Accredited Portfolio Management Advisor, awarded by the College for Financial Planning

Third-Party Content

This website may contain links to third-party websites or reference third-party content. These links are provided for convenience only and do not constitute an endorsement. We are not responsible for the content, accuracy, or opinions expressed on third-party websites.

Books & Publications

The books Decidedly Wealthy: 5 Key Decisions to Transform Wealth to Significance and A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact are published works by the authors and reflect their personal views and opinions. The content of these books does not constitute investment advice and should not be relied upon as such.

The Decidedly Podcast

The Decidedly Podcast is produced for educational and entertainment purposes. The views and opinions expressed on the podcast are those of the hosts and do not necessarily reflect the views of Kestra Investment Services, LLC or Kestra Advisory Services, LLC.

Contact

Decidedly Wealth Management, LLC
6100 Camp Bowie Blvd, Suite 24
Fort Worth, TX 76116
(817) 615-9711
contact@decidedlywealth.com

Decidedly Wealth Management
6100 Camp Bowie Blvd, Suite 24
Fort Worth, TX 76116
(817) 615-9711
Who We Are · What We Do · Contact · Podcast · Books · Client Portal
Exit Planning · Succession · Valuation · Post-Exit Wealth · Family Advisory
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contact@decidedlywealth.com
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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: kestrafinancial.com/disclosures
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