Few companies offering personalized wealth management strategies ever reach $500m assets under management. It’s a rare milestone and certainly one worth celebrating, but the financial planners at WorthPointe are already gearing up for their next stage of development. To Christopher Van Slyke, founder and CEO, business is all about serving clients better. It’s less about reaching a goal and more about what it takes to get there: creating new visions, crossing new thresholds, and exceeding new expectations.
Founded on trust, WorthPointe values the satisfaction and security of its clients above everything. As a fee-only fiduciary, no one pays their advisors to sell products their clients don’t actually need. Every advisor is also a owner in the company. So when WorthPointe’s clients succeed, everyone succeeds.
WorthPointe combines the reliability of a big Wall Street firm, the tech savvy of a robo-advisor, and the bespoke service of a boutique. With WorthPointe, your finances are personal. “We’re the human part of the business,” Christopher shares. His firm offers the expertise of both seasoned and savvy young professionals who act as financial life coaches. Tailoring each plan to each person’s life goals and value systems is an integral part of WorthPointe’s approach. This means WorthPointe’s advisors sit down and listen. “We’re here to hear you.”
The $500m benchmark is good news for WorthPointe’s clients. The bigger WorthPointe grows, the better it can deliver the highest level of bespoke financial services using cutting-edge technologies like WorthPointe 360, its exclusive financial dashboard and interactive wealth management app that updates in realtime.
As WorthPointe builds towards the next milestone, their commitment to continuity remains a core value. Every client’s portfolio is treated with the same level of care and concern. It’s all about building and securing a legacy for families and the causes they believe in. WorthPointe’s experts create customized wealth management strategies for estate planning, taxes, investments, asset protection, and charitable giving using mutual funds, exchange traded funds, stocks, and options. Diversified, cost-efficient, tax-aware investing solutions tailored to each client’s needs and abilities makes it a smart home for a stable financial future.
Other articles filed under WorthPointe News
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