Do You Think Like a Steward or an Owner?
The concept of “stewardship” gets a lot of attention these days in both secular and religious contexts. Whether the conversation is about Socially Responsible Investing (SRI), Environmental, Social, and Governance (ESG) factors, impact investing, avoiding toxic charity, or what sacred texts say about it, stewardship is a hot topic. There is no lack of opinions […]
Read ArticleGet to Know Doug Bolles
We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know him, too. Tell us a little about yourself. I’ve lived in East Texas for about […]
Read ArticleDoug Bolles, CAP® Joins WorthPointe Team as a Partner
Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe. DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management […]
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