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Morgan Smith to Present Divorce Financial Workshop

March 12, 2020 - Morgan H. Smith Jr., Partner at WorthPointe, will be speaking on the financial aspects of the divorce process at Second Saturday East County in San Diego on Saturday, March 14 at 9 a.m. Second Saturday East County has been providing...
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Doug Bolles, CAP® Joins WorthPointe Team as a Partner

March 5, 2020 - Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe. DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add...
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We’re Delighted You Can Find Us In The Austin Business Journal Book of Lists

February 25, 2020 - We just found out WorthPointe has been included in Austin Business Journal Book of Lists. We always love receiving news like this. Thank you to everyone who has supported us along this journey. We’re excited to see what else 2020...
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Get To Know Rick Wilkinson Better

February 24, 2020 - 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. https://www.youtube.com/watch?v=oj0dpk2_l0Y...
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The Morgan Report 2019 Q4 Decade Review: Ch Ch Changes

January 20, 2020 - I write this report in the first days of a new decade on what would have been David Bowie’s 73rd birthday. I always thought he was an amazing artist and his absence in the coming decade is just a reminder...
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