Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional!
The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award recognizes service professionals who provide quality services to their clients.
We’re honored to have you on our team.
Other articles filed under Fort Worth CFP Team Posts
January 30, 2019 - This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's...
January 22, 2019 - Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by...
January 8, 2019 - 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...
January 4, 2019 - Joshua Wilson, our CIO, shares thoughts on market volatility.
December 5, 2018 - Our clients come to us looking for creative solutions to unique financial situations — and we take pride knowing we can develop custom plans for them that meet their needs. They don’t want the standard set of services. They are...
- Meet Our Advisors
- Market Volatility