The Thinking
Behind Sagace
While working abroad, we were inspired by a European approach to wealth management—bringing financial, accounting, and legal expertise together with warmth and personal attention. It’s the philosophy behind Sagace: wisdom, intelligence, and good judgment in every decision.
To be trusted advisors.
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.
Building your legacy.
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.
A connected team for a connected financial life.
Dodd Disler
Dodd is the Founder and CEO responsible for client portfolio construction and overall investment strategy at the firm.
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Warren ‘W.G.’ Spoor
For over 20 years W.G. has worked closely with high net worth clients and business entities.
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Stephen Bunch
Steve consults on financial and operational advisory services as well as tax planning services.
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Richard Franz
Rich consults on financial analysis for businesses and individuals, in addition to providing professional consultation services.
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Rusty Spoor
Rusty is a principal in the firm consulting on a wide range of estate planning, tax law and M&A topics.
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David Harper
David consults on engagements involving business valuation, forensic accounting, and business transactions.
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Jake Pendl
Jake is a Certified Financial Planner CFP® providing clients with holistic financial planning and help implement Sagace’s planning philosophy.
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