Who we are
While working abroad, our founder gathered a profound appreciation for the European approach to wealth management: a proven process of integration, where high-quality financial stewardship intersects effortlessly with seasoned accounting and legal expertise. All with a feeling of warmth and personal attention that clients expect from a close-knit family business while embracing modern financial technology and investment strategy. At every turn, we honor our namesake and ensure that your legacy, and our firm, embrace wisdom, intelligence, and good judgment — the driving principles behind the beloved Italian word: Sagace.
To be a true fiduciary to our clients; by providing comprehensive wealth management solutions tailored to each individual through integrated accounting, business and legal expertise in a family office style offering.
Using wisdom, good judgment and long term thinking to create a legacy of financial freedom for you and future generations through a thoughtful, yet disciplined approach to wealth planning.
Dodd is the Founder and CEO responsible for client portfolio construction and overall investment strategy at the firm. In previous roles he served as COO and CFO of a $200 million international private company, where he managed family wealth for the shareholders under a family office structure.
W. Gordon “W.G.” Spoor II
W.G. is a partner in the firm as well as a partner in Spoor Bunch Franz, a premier local CPA firm. For over 20 years W.G. has worked closely with high net worth clients and business entities. His work has centered around tax planning, acquisitions, succession planning, retirement planning, and representation before the Internal Revenue Service and the Florida Department of Revenue.
Stephen M. Bunch
Steve is a partner in the firm as well as a partner in Spoor Bunch Franz, a premier local CPA firm. He consults on financial and operational advisory services as well as tax planning services to physician practices, professional healthcare firms, automobile dealers, and other middle market companies as well as individuals.
Richard B. Franz III
Rich is a partner in the firm as well as a partner in Spoor Bunch Franz, a premier local CPA firm. He consults on financial analysis for businesses and individuals, in addition to providing his clients with professional consultation services. He has served clients in a variety of industries during his career, including but not limited to affordable housing development, craft breweries, technology, and manufacturing.
Rusty is a principal in the firm consulting on a wide range of estate planning, tax law and M&A topics. He is the founder and owner of Spoor Law, P.A., born and raised in St. Petersburg, Florida, and obtained his Bachelor of Science Degree in Accounting, Masters Degree in Accounting/Taxation and Juris Doctorate Degree all from Florida State University. Rusty is also a Certified Public Accountant licensed by the State of Florida.
Banner is a Wealth Management Advisor for the firm. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for high net worth individuals, families and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and risk management.