Our Jackson CFP® Team

Jackson, Wyoming might be known for its world class outdoor recreation opportunities, but high net worth individuals are starting to recognize the quality of life that awaits them in Jackson Hole. Whether you moved to Wyoming for the skiing, the rock climbing, or hiking, WorthPointe’s team of professional financial planners are prepared to help you achieve a lifestyle that allows to pursue your passions. WorthPointe financial advisors offer comprehensive estate planning, tax, investments, asset protection and charitable giving driven by your values and goals.

Christopher Van Slyke, CFP®
Founder, Financial Planner · Jackson WY

Jackson CFP Team Latest Posts

Latest news, and informational posts by the Jackson CFP® Team:

What Does Tax Reform Mean For You

What Does Tax Reform Mean for You?

Posted 02/13/2018 by Kermit Johns

As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]
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Stock Market Plunge: What’s Going On?

Posted 02/06/2018 by WorthPointe Wealth Management

By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
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The Morgan Report Q4: Wisdom of our Elders

The Morgan Report 2017 Q4 Review: Wisdom Of The Elders

Posted 01/17/2018 by Morgan H. Smith Jr. IMBA CFP®

The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better.  With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients and our experiences together, and our elders. This is for you, a shared treatise on […]
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Build a Holistic Perspective toward Success

Posted 01/01/2018 by WorthPointe Wealth Management

Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity, and taking care of your mental wellbeing are important ingredients to good health. Morgan Smith reminds […]
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The Financial Realities of Having Children for the LGBT Community

Posted 12/18/2017 by Kermit Johns

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Can We Afford a Child (or Children)? While you may be over the moon about the possibility of a baby in the house, […]
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Five Key Concepts for Financial Success

Posted 12/13/2017 by WorthPointe Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
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Jackson, WY is located in the beautiful Jackson Hole Valley and nestled among the majestic Grand Tetons. Jackson Hole is known for its world class skiing, but the world is quickly taking notice of Jackson as a center of influence for financial movers and shakers. Jackson hosts the Jackson Hole Economic Policy Symposium, an annual meeting of the minds for some of the world’s central bankers. The picturesque landscapes of the area and the state’s historic role as a tax-friendly locale has attracted the wealthy from the the populous major corners of the United States.

WorthPointe’s team of professional financial advisors was attracted to Jackson, WY for the same reasons as our clients. We value our time spent with our families and appreciate the quality of life and opportunity for adventure that Jackson Hole provides us. We know it’s easier to enjoy the outdoors when your mind isn’t focused on your finances. Let our Jackson, WY CERTIFIED FINANCIAL PLANNERS™ think about your financial plan so you can spend time doing what matters to you.

The Jackson CFP® Team

Our Jackson CFP® team not only knows financial planning, our team understands Jackson Hole, which is why we’re committed to helping you make financial decisions that are right for you. To do this, we deliver best-in-industry knowledge and service. Each of our team members is a CERTIFIED FINANCIAL PLANNER™ professional, meaning we’re committed to putting your interests first. We know that your success is our success, and that your growth is our growth.

More Than Just Financial Planning

Our WorthPointe team loves Jackson just as much as you, which means that in addition to helping you plan your financial future, we like to network.  Whether you’re looking for legal advice, a CPA, or even something to do this weekend, you can ask us for recommendations for a wide range of local experts who can assist in the other facets of your life. Our objective is to make your life less complicated so you can spend more time enjoying yourself. Whether it’s strategizing for retirement or scheduling your next vacation, WorthPointe’s fee-only financial planners in Jackson will help you make the most of life

If you’re looking for financial planners in Jackson who can help you achieve your goals, Contact the Jackson CFP® Team Today.

Contact the Jackson Office

Contact Us:

140 E. Broadway
Suite 25
Jackson, WY 83001
(800) 620-4232

WorthPointe Jackson Offices