posted on December 23rd 2016 in WorthPointe News with 0 Comments /

We’re proud to have a client-driven giving strategy at WorthPointe. In addition to working with you to find the best options for your donations, we also remain committed to giving back as a company. We had a great time volunteering at the Ronald McDonald house in San Diego this December. The WorthPointe team spent the day planning, preparing, and serving a warm meal to the families of the Ronald McDonald house. For over three decades, the Ronald McDonald House Charities of San Diego have provided a “home away from home” to families pursuing essential pediatric treatments at San Diego hospitals. The Ronald McDonald House Charities hold a special place in our heart and it is our pleasure to continue to support such a strong pillar of our San Diego community. We look forward to seeing everyone again in a few months!

about the author: WorthPointe Wealth Management

Continue Reading

Other articles filed under WorthPointe News

Getting to the Point of a Point

March 22, 2019 - 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...
Continue Reading

Calling Out Budget Haters

March 20, 2019 - 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...
Continue Reading

How Allison’s Business Leadership Earned Her Partnership

March 18, 2019 - 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...
Continue Reading

WorthPointe Team Members Rise to Partnership

March 13, 2019 - 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...
Continue Reading

How Do We Compare to Austin’s Best Financial Planning Firms?

February 28, 2019 - 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...
Continue Reading

Return to Blog Home