ABOUT CONSTITUTION WEALTH
WHY WE EXIST
There are an abundance of wealth management firms in the world, but they often don’t operate off of mutual company and client values. Constitution Wealth was created to find an intersection between finances and beliefs. We believe that when someone invests in their passions, their financial benefits will exponentially increase. There are ways to invest and give to companies and institutions that align with your patriotic, conservative ideals, and we’re here to help you achieve that. We have created a wealth management firm that gives American patriots the guidance needed to build financial portfolios based on their passions, making investments they’re proud of to strengthen their financial future
OUR MISSION
At Constitution Wealth, we aim to empower American patriots through wealth management services such as investing, financial planning and charitable giving. We believe you can invest your capital without investing in and supporting companies that aid the tobacco industry, abortion and other ideals that conflict with your core values. We offer a service that finds where you are, where you want to be, and what the most important objectives are to you. Once we’ve established that, we deliver the team to get it done. We thrive on intimate relationships with our clients built on trust and mutual core values. Your team at Constitution Wealth will encourage you to invest in your values with boldness. We want to financially inspire and empower American patriots.
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
WE PURSUETRUTH & INTEGRITY
We want to financially empower patriots through truth and integrity. Constitution Wealth was built on those principles and we pursue every endeavor with truth and integrity leading the way.
FULFILL YOURGOD-GIVEN POTENTIAL
We want to help you fulfill your God-given potential through financial empowerment and wealth management. When you start investing in your core values, you’ll be proud of the impact you’re making and be closer to finding your purpose.
FEEL INSPIRED,LIVE YOUR BEST LIFE
At Constitution Wealth, we’re passionate about helping our clients live their best lives. We’ll help you make financial decisions you’re proud of to help increase capital so you can continue to enjoy your personal life to the fullest!
