Congratulations to John Chapman, WorthPointe’s Newest Partner
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 […]
Read ArticleWe are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas
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 […]
Read ArticleHave You Seen Who Made the Best-In-State Forbes List?
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 […]
Read ArticleHow Brooks Morgan Rose From Intern to Partner at WorthPointe
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, […]
Read ArticleGlobal Diversification Beats Playing a Hunch
At the beginning of a new year, many investors review what happened in the past year, searching for next year’s potential winners. Some investors believe the momentum from last year’s returns in an asset class will continue in the future, i.e, they buy into the concept of extrapolation. And this happens — sometimes. It’s known […]
Read ArticleGetting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may […]
Read ArticleCalling Out Budget Haters
Live-Give-Owe-Grow When I bring up the “B” word — budget — in meetings with clients, invariably one spouse cringes and the other gives some other none-too-happy non-verbal response. I know keeping track of spending can be a tiresome task, but it’s not something everyone must do. Surprised to hear that from a financial advisor? There […]
Read ArticleHow Allison’s Business Leadership Earned Her Partnership
We are pleased to announce that our COO Allison Blake, who manages daily operations and supports the long-term growth of the firm, was recently made a partner at WorthPointe. Leading from the Front Every firm needs a solid leader at the helm. That’s why we are so lucky to have Allison. In addition to serving […]
Read ArticleWorthPointe Team Members Rise to Partnership
Allison Blake and Brooks Morgan rise from entry-level to leadership Allison Blake, Chief Operating Officer and Chief Compliance Officer in San Diego, and Brooks Morgan, Portfolio Manager and Lead Advisor in Austin, have been made partners at WorthPointe. Their intentional hard work over the course of their time with the financial planning firm made them […]
Read ArticleHow Do We Compare to Austin’s Best Financial Planning Firms?
Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In addition to listing by rank, each entry also includes key contact information for decision-makers and […]
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