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WorthPointe is a financial planning firm based in San Diego, Austin & Dallas-Fort Worth with professionals who are credentialed, experienced and owners. We provide financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support & more.
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Austin, TX 78746
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San Diego, CA 92121
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San Diego, CA 92037
Dallas-Fort Worth Team 5064 E Interstate 20 Service Rd S
Willow Park, TX 76087
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Newport Beach, CA 92660
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Tyler, TX 75703

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WorthPointe is an Investment Advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. WorthPointe is in compliance with the current notice filings required in states where WorthPointe maintains clients. WorthPointe may only transact business in those states in which it is notice filed or qualified for an exemption or exclusion from notice filings. WorthPointe is in compliance with the current notice filings required in states where WorthPointe maintains clients. WorthPointe may only transact business in those states in which it is notice filed or qualified for an exemption or exclusion from notice filings.

No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized investment management. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WorthPointe’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Additionally, please note that hyperlinks included throughout this site are provided as a matter of convenience and we disclaim any and all responsibility for information, services or products found on websites linked hereto.

Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. WorthPointe is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation. Further, WorthPointe is not engaged in providing tax related services. Be sure to consult with a tax professional before implementing any investment strategy. Certain products are available only through a licensed agent, including insurance products, in which the agent receives additional compensation. Other charges, such as initial sales loads, or fees for transferring part of your account from one investment option to another, may also apply. Depending on the contract, a surrender charge or other penalties apply for early withdrawal. Annuities are complex products, and it’s important to understand the balance between all of their features and factors. A financial professional can help you decide whether an annuity is appropriate for your needs. You should ask your financial professional to explain to you all charges that may apply when investing.