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.

Continue Reading

Other articles filed under Austin CFP Team Posts

End-of-the-Year Top 10 To-Do List

November 9, 2021 - Here’s a fourth quarter “Top 10 To Do List" of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the...
Continue Reading

Did You See Us On The Austin Business Journal List?

June 4, 2020 - Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list. We’re so thankful for our clients and friends who have...
Continue Reading

How to Manage It: Millennial Rules for Finances

June 20, 2019 - Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation...
Continue Reading

How We Give Big Pink

June 5, 2019 - We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas "Big...
Continue Reading

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

April 9, 2019 - 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...
Continue Reading

Return to Blog Home