YOU ARE THE FOUNDATION OF OUR BUSINESS
WHY WORK WITH A BOUTIQUE FIRM?
We are not tied down or distracted by product and portfolio options that may not benefit you. Instead, your WorthPointe financial advisor is able to focus on you — to create a custom solution uniquely designed to fit your needs. As life continues to shift and grow, you receive valued financial advice to help prepare for the milestones ahead and sidestep financial blunders. Our WorthPointe 360 dashboard allows you to take your financial peace of mind wherever you go. All investments, accounts, insurance profiles, credit cards, important documents — the list goes on — are readily accessible 24/7 around the globe. Meanwhile, we proactively coach and monitor you as you move toward your goals.
OUR INVESTMENT PHILOSOPHY
Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. We are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.
OUR COMMUNITY PLEDGE
We are proud to have a client-driven giving strategy that has allowed us to team up with several charitable organizations that are dear to both the hearts of our clients and our own. For several years, we’ve used this team approach in support of the Ronald McDonald House Charities, the Center for Child Protection in Austin, Susan G. Komen, and the Old Bills Foundation in Jackson. We are also proud to have been brought in by a client to support two organizations where she’s an active member: the Mission Bay Women’s Club and Honor Flight Network. It’s that kind of dedication that inspires our own community involvement. Beyond our contributions as a company, we enjoy working with our clients to bridge meaningful relationships with charitable organizations to find the best fit for your donations.
LEADING BY EXAMPLE
WorthPointe employs a number of CERTIFIED FINANCIAL PLANNER™ professionals who have earned the ability to say they have the experience and knowledge to put their clients’ best interests first. We take the time to invest in our team by expanding on our tools and knowledge to ensure our clients benefit from the most cutting-edge technology and information available. Outside of the office, we emphatically welcome the opportunity to educate or comment on industry-best practices and market trends. Our team leaders and advisors have been invited to speak at conferences and have been interviewed on several industry topics by notable publications. Our goal is to raise the bar for ourselves as well as for our clients.
