MEET OUR TEAM
WORK WITH A TEAM THAT FOCUSES ON YOUR BEST INTERESTS
Our experts are trained to integrate the knowledge of estate planning, tax, investments, asset protection, and charitable giving into advice driven by your values and goals. With years of experience, all members of our team work collaboratively to guide you to your wealth management objectives.
BROOKS MORGAN, CFP®
PORTFOLIO MANAGER, LEAD ADVISOR
MORGAN H. SMITH JR., IMBA, CFP®
PARTNER, FINANCIAL ADVISOR, AUTHOR
MATT ADDINGTON, CFP®
PARTNER, FINANCIAL PLANNER
CONSTITUTION WEALTH WILL HELPYOU INVEST IN YOUR VALUES
We give you the ability to invest in projects that align with your core values and the freedom to give to causes that you are passionate about. We want to empower you to make financial decisions based on your patriotic values through an intimate relationship built on mutual core beliefs. You reap the financial benefits for years to come when you decide to invest in your values.
We strive to help you maximize your financial gain and you won’t be ashamed about how you did it. At Constitution Wealth, we pride ourselves on helping you align your money with your values. You can invest in companies that support the same
causes you do. You don’t have to work with a wealth management team that is fundamentally misaligned with your value system!
Right now, your financial investments could be creating capital for values that you do not agree with. We want to give you the resources and guidance you need to start investing in your passions and beliefs. You have the ability to start creating political and economic change once you align your values with your financial portfolio. We don’t avoid talking about beliefs, we encourage it and want to foster your passions through wealth management.
