WorthPointe Recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor Rankings
WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2023. The list ranks firms based on assets under management as of December 31, 2022, based on firms that voluntarily complete and submit FA Magazine’s survey. RIA Firms from across the country are invited by Financial […]
Read ArticleWorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings
WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]
Read ArticleDo You Have This Much Fun Financial Planning?
Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]
Read ArticleGet To Know Rick Wilkinson Better
From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]
Read ArticleA Typical Day at WorthPointe
Anthony G. Ferreira, Partner and Financial Planner, breaks down the bulk of his workload and sheds light on his ability to service clients both inside and outside the office.
Read ArticleCan The Lottery Ruin Your Life?
“For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is unfamiliar to a lot of people. Charles uses the lottery to explain how our behavior […]
Read ArticleBusting the 5 Biggest Retirement Myths
Urban legends, urban myths, and fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a computer can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources? […]
Read ArticleThere is a Human Behind that Portfolio
In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]
Read ArticleProtect Your Assets And Your Free Time
Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]
Read ArticleWorthPointe Named Among Top 100 Emerging Wealth Managers in RIA Database
WorthPointe is honored to be named #11 out of the top 100 Emerging Wealth Managers list. The ranking considers wealth management firms with $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years. RIA Database ranked the Top 100 Emerging […]
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