From humble beginnings rooted in America’s core values, the story of Constitution Wealth LLC is one of steadfast commitment, strategic growth, and a shared vision for patriotic financial stewardship. Established in Jackson, Wyoming, as an independent registered investment adviser, the firm was founded to address a critical need: providing financial guidance that aligns with conservative principles, allowing clients to invest in ways that support traditional family values, religious freedoms, gun rights, and limited government.
With headquarters initially in Jackson, WY, Constitution Wealth began as a small operation focused on personalized portfolio management and financial planning for individuals and small businesses.
Partners like Brooks Morgan and Matt Addington, along with advisors such as Morgan H. Smith Jr. and Joshua Young, CFA, CAIA, brought a blend of expertise in value-aligned investing, emphasizing fiduciary duty and client-centric strategies without ties to larger broker-dealers or external parents.
Serving a dedicated client base of high-net-worth patriots, veterans, faith-based communities, and conservative business owners frustrated by mainstream finance’s embrace of “woke” agendas.
The firm’s approach was simple yet powerful: using discretionary portfolio management to build diversified holdings in equities, ETFs, municipal securities, and other assets that reflected clients’ beliefs, while offering financial planning to secure legacies rooted in integrity.
They charged asset-based and net-worth-based fees, elevating transparency as a fee-only adviser, and provided tools like daily account monitoring and restrictions on investments that clashed with core values. This resonated deeply, attracting clients primarily via conservative talk radio such as the Glenn Beck Show.
As investors sought refuge from volatile markets and ideologically misaligned corporations, Constitution Wealth capitalized on demand for principled investing.
They expanded services to include trust and estate planning (via their unique wealth management process), partnering with custodians for secure asset handling while maintaining independence—no commissions, no brokerage affiliations, just pure politically conservative fiduciary advice.
Growth surged, fueled by referrals from conservative radio. By early 2025, inflows from new clients—drawn to the firm’s opposition to controversial causes and focus on America-first strategies—pushed assets higher. Strategic enhancements, such as digital tools for portfolio customization, further broadened appeal.
In mid-2025, as bullish trends favored sectors aligned with traditional values, Constitution Wealth and its affiliate parent, WorthPointe, crossed the threshold: 1 billion in assets under management.
This achievement wasn’t merely numerical; it validated that ethical, value-driven investing could deliver competitive returns while upholding freedom and family.
Today, Constitution Wealth continues to empower clients, proving independent firms can thrive by staying true to patriotic principles.
