Our Tyler CFP® Team

Whether you’re a Tyler resident whose family still benefits from the city’s huge oil boom or you’re building wealth another way, the WorthPointe team is ready to guide you. Our CERTIFIED FINANCIAL PLANNER™ professionals based in Tyler are trained to integrate knowledge of estate planning, tax, investments, asset protection, and charitable giving into advice driven by your values and goals. Leveraging 180 years of collective industry wisdom, all members of our Tyler team hold the CFP® designation and work collaboratively to guide you to your wealth management objectives.

Doug Bolles, CAP®
Partner, Wealth Manager · Tyler TX

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Contact Us:

1600 Airport Fwy.
Suite 300
Bedford, Tx 76022
(800) 620-4232