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. ALIGN YOUR INVESTMENTSWITH YOUR CONSERVATIVE VALUES.
At Constitution Wealth, we understand that your money should reflect your convictions. That’s why we work closely with you to ensure your investments align with your patriotic beliefs. Whether it’s supporting traditional family values, defending gun rights, or opposing companies involved in controversial causes, we make sure your portfolio mirrors your passions.
Do you ever question whether your current advisor shares your views on critical issues like foreign policy, family values, religion, and personal freedoms?
You don’t have to settle for a wealth management team that doesn’t understand or respect your values. With Constitution Wealth, you’ll partner with advisors who share your traditional worldview.
Right now, your investments might be unknowingly supporting causes that go against everything you stand for. At Constitution Wealth, we empower you to align your financial choices with your principles. With the right guidance, your wealth can be a powerful force for positive change—politically, socially, and economically.
