Here at Decidedly Wealth, we are passionate about serving family-owned businesses because we believe stronger families create stronger communities and are positively good for the world. Communities are better if there are businesses run by families, not corporations.
We focus on insightful decision-making as the key to success for family businesses. We aim to guide you in living a life that reflects your values today, tomorrow, and for future generations – ensuring a meaningful and enduring legacy.
Focus on family-owned businesses
Integration of Christian values
Personalized exit strategy planning
Holistic lifestyle and estate planning
Services
Financial Planning for Family Business Owners
Catering to business owner families across various stages, focusing on mature businesses developing exit strategies and managing assets post-exit.
Tailored exit strategy planningAsset management post-exitPersonalized guidance for different business phases
Estate Planning
Effective estate management to control wealth distribution, healthcare wishes, and financial management during incapacity.
Will creationHealthcare directivesExecutor designation
Lifestyle Planning
Creating a life map to balance work and leisure, align financial decisions with personal values, and enjoy the journey.
Personal finance assessmentWork-life balance strategiesLegacy and purpose alignment
Credentials & Certifications
Certified Exit Planning Advisor
CFP®
Reviews
Rating
5
★★★★★
Reviews
13
"I have never had that kind of service from any other financial advisor."
Frequently Asked Questions
What stage are you at in your family-owned business? +
Decidedly Wealth caters to business owner families across various stages, focusing on mature businesses developing exit strategies and managing assets post-exit.
What is the Decidedly podcast about? +
The Decidedly podcast explores better decision-making in business, wealth, health, and relationships, hosted by Sanger Smith and his father Shawn Smith.
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