Here at WorthPointe, we want to help you get the most out of life. We are constantly rethinking the traditional features of a wealth management firm and reworking them to better fit your busy lifestyle. This includes our online presence and digital communication.
1. Our Office Online
We redesigned our website with navigability and intuition top of mind. We envision you coming here, grabbing the information you need and moving on with your busy day. We also want you to be able to share our contact information easily with a friend, family member, colleague or CFP — without them having to scroll through and search for what they need. We’ve tried to make our online presence as warm as any of our offices. If you have any suggestions for how we can make your experience on our website even more intuitive, drop us a line.
2. Meeting You Where You Are
One of the greatest differentiators of our firm’s model is our geographic range. With physical offices in multiple places and advisors around the country, we get to bring the best to our clients all over. And we’ve expanded this reach through video conferencing. We know you’re busy and often on the road, traveling or just not able to make it into an office to meet with your advisor. We love connecting with our clients — anywhere, anytime — with today’s digital tools.
3. Learning From Our Advisors
We have some of the most knowledgeable and widely experienced advisors in the industry — and they love sharing what they know and what they learn with you. Through e-books, speaking engagements, media and PR opportunities, and blog posts, they educate you with their insights on important topics. Do you have any specific articles you would like to read or a topic you’d like to learn more about? We’d love to hear your ideas!
We know your days are busy and your lives are full. It’s our goal to help you make the most of your time, so we’ve recreated our digital presence to be an online hub for you. We hope you’ll take advantage of the tools and opportunities made available — and please let us know how we can continue to better serve you and your family.
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