Who We Are

Wisdom in the details.
Judgment for the whole.

A family office style approach shaped by integrated financial stewardship, accounting, and legal expertise.

Our Story01

A European approach, made personal.

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.

Mission

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.

Vision

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.

Our Team

A connected team for a
connected financial life.

CEO - President

Dodd Disler

Dodd is the Founder and CEO responsible for client portfolio construction and overall investment strategy at the firm.

CPA, PFS, CGMA - Partner

W. Gordon “W.G.” Spoor II

For over 20 years W.G. has worked closely with high net worth clients and business entities.

CPA - Partner

Stephen M. Bunch

Steve consults on financial and operational advisory services as well as tax planning services.

CPA - Partner

Richard B. Franz III

Rich consults on financial analysis for businesses and individuals, in addition to providing professional consultation services.

Founder & Owner - Spoor Law, P.A.

Rusty Spoor

Rusty is a principal in the firm consulting on a wide range of estate planning, tax law and M&A topics.

CPA, PFS - Partner

David Harper

David consults on engagements involving business valuation, forensic accounting, and business transactions.

Client Services Associate

Jake Pendl

Jake works to provide clients with holistic financial planning and help implement Sagace’s planning philosophy.

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Wisdom in the details.Judgment for the whole.