Company Research Report: WorthPointe

Company Overview

• Name: WorthPointe

• Mission: No specific mission statement is provided in the data.

• Date Founded and Founders: Founded date and names of founders are not provided.

• Key People in the Company:

• Christopher Van Slyke, CFP® - Partner, Founder, Financial Planner

• Allison Blake, CM, AA - Chief Operating Officer

• Morgan H. Smith Jr., IMBA, CFP® - Partner, Financial Planner

• Scott W. O’Brien, CFP® - Partner, Financial Planner

• Rick D. Wilkinson, CFP® - Partner, Financial Planner

• Anthony G. Ferreira, CFP® - Partner, Financial Planner

• Doug Bolles, CAP® - Partner, Wealth Manager

• John Chapman, CFP®, CKA® - Partner, Financial Planner

• Matt Addington, CFP® - Partner, Financial Planner

• Brooks Morgan, CFP® - Portfolio Manager, Lead Advisor

• Headquartered: Operations are based in multiple locations:

• San Diego, CA

• Austin, TX

• Dallas-Fort Worth, TX

• Orange County, CA

• Tyler, TX

• Number of Employees: Not specified.

• Revenue: No revenue information is available.

• Noteworthy Attributes: Known for providing comprehensive wealth management services including financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support, and more.

Products

Financial Planning Services

• Overview: WorthPointe offers personalized financial planning services tailored to individual family goals and needs.

• Key Features:

• Comprehensive financial plan

• Accessible consultants for consistent plan adjustments

• Accountability coach to increase success likelihood

WorthPointe 360 Financial Dashboard

• Overview: A platform allowing clients to monitor all their financial accounts in one place.

• Key Features:

• Consolidate financial accounts digitally

• Live investment monitoring and automatic balance recalculation

• 24/7 accessibility from multiple devices

Investment Consulting

• Overview: Strategies focus on diversification, cost-efficiency, and tax-awareness.

• Key Features:

• Personalized investment strategies

• Emphasis on risk assessment aligned with individual tolerance

• Utilization of Dimensional Funds and SMART Beta strategies

Tax Planning and Asset Protection

• Overview: Includes year-end tax advice and strategies for minimizing liabilities.

• Key Features:

• Guidance regarding trusts and retirement/pension plans

• Collaboration with tax advisors for optimized tax outcomes

Charitable Giving Support

• Overview: Assists clients with charitable donation planning and implementation.

• Key Features:

• Strategy to align with personal values and community involvement

Estate Planning

• Overview: Services provided to ensure protection and management of client assets for future generations.

• Key Features: No specific features detailed in the provided data.

Recent Developments

• Recent Developments:

• WorthPointe 360 platform for simplified financial monitoring has been emphasized.

• Engaged in new partnerships supporting various charitable causes such as Ronald McDonald House Charities, Center for Child Protection, and others.

• New Products Launched: No specific products mentioned as newly launched.

• New Features Added to Existing Products: Emphasis on providing a personal financial dashboard for simplified financial management is highlighted.

• New Partnerships: Several charitable partnerships and community engagements are active, but no new business partnerships are specifically noted.

This report covers all the requested information based on the provided data. All conclusions derive solely from available details. Additional data is necessary to furnish more comprehensive responses in specified areas.