On August 12, 2025, an ordinary morning turned memorable at WorthPointe Wealth Management and its affiliates. The number was clear, the meaning even clearer: the firm crossed $1,000,000,000 in assets under management. There wasn’t a bell to ring or a countdown to cue—just a quiet smile, a brief acknowledgment, and a return to the work that made the milestone possible.

From its earliest days, WorthPointe set out to build something enduring: a planning-led advisory practice where relationships outlast market cycles and clarity cuts through noise. That orientation—toward goals, trade-offs, and real-life decisions—became the firm’s compass as it grew from a small team to a multi-office presence in Austin, Texas; Jackson, Wyoming; and Newport, California.

Growth at WorthPointe didn’t come from grand gestures. It came from consistent ones. Advisors sat with families to map the next decade, not just the next quarter. They helped tech professionals navigate equity decisions without derailing longer-term plans. They guided business owners through liquidity events and the shift from building wealth to stewarding it. They coordinated portfolios with tax realities, rebalanced with discipline, and kept clients anchored when headlines tried to do the opposite.

Over time, those steady practices compounded—in client confidence as much as in account values.

“Reaching a billion wasn’t about chasing a target; it was about honoring a promise,” said Christopher Van Slyke, founder of WorthPointe Wealth Management. “The number is the byproduct of thousands of well-served moments and decisions made in our clients’ best interests.”

As WorthPointe expanded, it did so deliberately—adding advisors who shared a planning mindset and investing in the processes and tools that support a consistent client experience. The firm’s technology stack made collaboration easier and visibility sharper; behind the scenes, strong operational rigor helped ensure reliability and security as the firm scaled. The result: more capacity to personalize, not less.

“Scale only matters if it makes us better for each client,” Van Slyke added. “This milestone gives us deeper research, stronger tools, and a broader bench—resources that help keep the experience intimate even as we grow.”

The heart of WorthPointe’s story is trust—earned over years of conversations that reduce stress, align portfolios with purpose, and turn uncertainty into action plans. That trust fueled a referral engine that quietly powered the firm’s expansion across its three offices. It also shaped a culture where advisors mentor the next generation, specialize thoughtfully, and measure success by client outcomes rather than headlines.

The path forward looks like the path that led here: more thoughtful planning, more coordination around taxes and estates, and more emphasis on intergenerational advice so wealth can be a source of clarity, not conflict. WorthPointe is deepening its investment in planning technology to give clients timely, comprehensible insights and is broadening its collaboration with outside professionals so decisions land exactly where life requires them.

“The market tells one story; a family’s goals tell another,” said Van Slyke. “Our job is to keep those stories aligned, year after year, through whatever the world throws our way.”

A billion in assets under management is a milestone worth celebrating, but for WorthPointe, it’s also a mirror—reflecting years of aligned decisions, careful stewardship, and the quiet compounding of service done right. Tomorrow, the work continues just as it did yesterday: one conversation, one plan, one family at a time.

About WorthPointe Wealth Management

WorthPointe Wealth Management is a planning-led wealth advisory firm serving individuals, families, and entrepreneurs from its offices in Austin, TX; Jackson, WY; and Newport, CA. The team focuses on comprehensive financial planning and disciplined investment management designed to help clients make confident, lasting decisions about their wealth.