Mar
12

Morgan Smith to Present Divorce Financial Workshop

posted on March 12th 2020 in WorthPointe News with 0 Comments

Couple with divorce contract and ring on desk. Divorce.

Morgan H. Smith Jr., Partner at WorthPointe, will be speaking on the financial aspects of the divorce process at Second Saturday East County in San Diego on Saturday, March 14 at 9 a.m. Second Saturday East County has been providing support and information to navigate the legal, emotional and financial aspects of divorce since 1989. […]

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Mar
05

Doug Bolles, CAP® Joins WorthPointe Team as a Partner

posted on March 5th 2020 in WorthPointe News with 0 Comments

Portrait of Doug

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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Feb
24

Get To Know Rick Wilkinson Better

posted on February 24th 2020 in WorthPointe News with 0 Comments

From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]

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Sep
18

We Made Financial Advisor Magazine’s 2019 RIA List

posted on September 18th 2019 in WorthPointe News with 0 Comments

We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us […]

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Apr
30

Congratulations to John Chapman, WorthPointe’s Newest Partner

posted on April 30th 2019 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

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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Apr
09

We are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas

posted on April 9th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

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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