Why do successful families and entrepreneurs trust the WorthPointe team of highly qualified Certified Financial Planners (CFP) to create and manage their portfolios? The answer is simple: they gain invaluable peace of mind because they are confident in our ability to help them take smart risks while minimizing the all-too-common "roller coaster ride".
WorthPointe Wealth Management helps clients achieve their financial goals by providing highly personalized wealth management services that focus on long-term prosperity. By using state-of-the-art research and years of wealth management experience, WorthPointe Wealth Management provides clients a better way to live life on their terms.
At WorthPointe, we take pride in helping our clients identify and achieve all their financial and personal goals. Rather than limiting ourselves to simply providing investment or estate planning guidance, we identify our clients' needs and coordinate with their other trusted advisors to ensure all bases are covered. Whether clients need investment consulting, tax planning, asset protection and insurance, estate planning, or charitable giving support, our team works to ensure they realize every legally available benefit. We do so on a fee-only basis (no commissions or other hidden payments). This fee-only (as opposed to fee-based) commitment along with our approach to client service are the essential factors that allows us to offer the most comprehensive wealth management services possible—services that are always in our clients' best interests.