ABOUT CONSTITUTION WEALTH
WHY CONSTITUTION WEALTH EXISTS
We understand that wealth management is about more than just numbers—it’s about aligning your financial strategy with your deepest beliefs. While many wealth management firms focus only on profit, we are committed to integrating your personal values into your financial decisions. Our goal is to help American patriots invest ethically and purposefully, building wealth that reflects their conservative ideals.
OUR MISSION
At Constitution Wealth, we empower you to take control of your financial future while staying true to your values. We help you invest in companies that support your vision of a better world—whether that means avoiding industries like tobacco or abortion, or supporting causes like religious freedom and family values. By working closely with you, we create a personalized plan to help you achieve your financial goals without compromising your beliefs.
OUR STORY
The story of Constitution Wealth goes like this…
The year was 2021… after living through election issues, censorship, the COVID/vaccine nightmare, and the BLM riots, a group of financial professionals had had enough. This group of financial advisors had been working together for more than a decade, and were at the top of their field, yet were feeling helpless as their country was becoming more and more divided. What could they do without jeopardizing their careers and families?
The question was asked, “What if we began helping clients use the power of their investments to support their values instead of allowing their investments to be used to push policies and ideas that are in direct conflict with their values?” Could we make a difference?
That was it. The advisors were committed to the idea but now the question was, “How?”. These patriotic advisors were partners in a well-established, 20 year-old firm. Openly discussing politics would be tricky. There were also other partners and vendors who would not be open to focusing on this type of client and his needs.
That left only the option to start a new firm, Constitution Wealth. The firm would openly focus on the needs of political conservatives. It would allow conservative clients to work with a team of advisors who “got them” and could help them align their money with their values.
The next question was how do we reach these new customers with CW’s message? Traditional platforms such as Facebook, Instagram, and Google all made it very difficult for conservatives to reach their potential customers. How about podcasting and radio? Yes, it was through the loyal listeners of conservative broadcasters such as Steve Deace, Matt Walsh, and Glenn Beck that CW would find its customers.
And here we are, 3 years later, enjoying not only great success but a sense of purpose we had never felt as financial professionals.
Thanks for reading about our story.
OUR CORE VALUES
TRUTH & INTEGRITY ABOVE ALL
At Constitution Wealth, we are committed to empowering patriots with financial strategies rooted in truth and integrity. Our company was built on these foundational principles, and everything we do is guided by honesty and a deep sense of responsibility. When you work with us, you can trust that every decision is made with your best interests in mind.
HELPING YOU FULFILL YOUR GOD-GIVEN POTENTIAL
We believe that true financial success goes beyond just building wealth—it’s about fulfilling your purpose. Through thoughtful wealth management that aligns with your values, we help you make investments that not only potentially grow your wealth but also bring you closer to living the life you were meant to lead. When your financial decisions reflect your core beliefs, you’re one step closer to your fullest potential.
LIVE INSPIRED, LIVE YOUR BEST LIFE
At Constitution Wealth, we’re passionate about helping you live with purpose and fulfillment. Our goal is to help you make financial decisions you can feel proud of—so you can enjoy the life you’ve worked hard to create. When you invest in your values, you gain the freedom to live your best life with confidence and peace of mind.
