Our Principles / Mission

Our Mission: To provide wealth management services as well as tactical and strategic investment advice to help our clients build, preserve and utilize wealth.

Over the course of several decades, the Bagby Wealth Management team has refined a set of principles that guide our philosophy and mission as a firm. These guiding principles aren’t suggestions, but rather promises we make to each client who trusts us with their financial wellbeing. They are a non-negotiable part of our firm, and we are proud to exemplify each of these principles in everything we do.

  • Act with Integrity: Integrity demands honesty and openness with clients, which must never be subordinated to personal gain. It reinforces the foundation of trust we have established, and continue to build, with every person we serve.
  • Execute with Objectivity: Objectivity requires intellectual honesty and impartiality. Our decisions are made free of emotion and always in the best interests of our clients.
  • Practice Competence: Competence means that each member of our team maintains an exemplary level of knowledge and industry insight. Our clients can trust us to provide them with our best advice, based on changing market trends and the world economy.
  • Employ Fairness: Fairness is treating others the way we want to be treated. We are fair and reasonable in all of our professional relationships, which includes disclosing potential conflicts of interest.
  • Uphold Confidentiality: We go to great lengths and take extra care to ensure the confidentiality of each client is protected. The financial and account information of our clients is accessible only those who are authorized to view it.
  • Act with Professionalism: Our actions demonstrate the height of professionalism in the industry. Our clients can expect us to behave with dignity and courtesy at all times, both in the office and in the community.
  • Operate with Diligence: We provide reliable professional services in a prompt and thorough manner.

To learn more about our independence and what it means to work with an RIA firm, give our office a call to schedule your initial consultation, today.