How We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]
Read ArticleStart With the End in Mind
The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years to save toward your future: you want to have enough money to support your lifestyle […]
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We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor you can trust with your future. You want someone with whom you can partner and […]
Read ArticleAre You Too Paralyzed to Plan?
Analysis paralysis — we’ve all been there at some point. I know I’ve been guilty of it. As a financial advisor, I see it all too often with millennials and Gen Xers when it comes to financial planning. And for even bigger topics, like retirement planning, it can feel so daunting they choose to never […]
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Step back. What’s the goal of your investment and financial strategy? It should be to land successfully at a given point. But it’s hard to visualize and harder to execute; you might think it’s nearly impossible due to the many variables and risks. I’ve been thinking a lot about this as I speak with investors. […]
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John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us. Noting his commitment to our shared vision, we are happy to welcome […]
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Having clearly defined goals is critical to financial planning — or is it? For financial advisors, goals are ingrained in the way we talk and think, but I’ve found not everyone thinks about managing money this way. Pre-retirees who’ve spent years considering the next phase in life often come to the table with a few […]
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We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]
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We are thrilled to see Christopher Van Slyke, WorthPointe’s founder, on the 2019 Forbes Best-In-State Wealth Advisors list for Wyoming. This elite list is composed of some the nation’s best advisors, organized by their location. Advisors were nominated by their respective firms and thoroughly researched by SHOOK Research on behalf of Forbes. SHOOK Research gathered online […]
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We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]
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