Retire with confidence, not questions
Protect your family and your legacy
Build a financial plan that feels personal
Fiduciary wealth management
built on trust, clarity,
and personal connection
At Worth Asset Management, we do more than manage money — we build relationships that last through every season of life.
Based in Dallas–Fort Worth, our fiduciary advisors take a comprehensive approach to your finances, integrating investments, retirement, tax, and estate strategies so every part of your plan works together to protect and grow what you’ve built.
With transparency and personalized guidance, we help you move forward with confidence—today, tomorrow, and for generations to come.
More Than Advisors—
We’re Partners in Your Retirement and Wealth Journey
More Than Advisors,
We’re Partners in Your Retirement and Wealth Journey
Fiduciary Wealth Management
DALLAS-FORT WORTH
You’ve worked hard for your future. Now it’s time to enjoy it. Our fiduciary advisors design income strategies, manage taxes, and plan for healthcare and legacy goals—so you can retire with confidence and peace of mind.
preparing for retirement
business owners
Life transitions
Families & individuals
Between raising kids, planning vacations, and saving for the future—your finances should support the life you love. Our advisors help you balance today’s priorities with tomorrow’s goals through smart investing, tax strategies, and protection planning.
preparing for retirement
business owners
Life transitions
Families & individuals
Divorce, career changes, loss, or new beginnings—we help you find stability in uncertain times. Whether it’s updating estate documents, restructuring your budget, or adjusting your investment plan, our team brings clarity to life’s most complex financial moments.
preparing for retirement
business owners
Life transitions
Families & individuals
You’ve built something incredible. We help you protect it, grow it, and plan for what’s next. From cash flow management and employee retirement plans to succession and exit strategies, we’ll align your business success with your personal financial goals.
preparing for retirement
who we serve
your story and goals deserve a personal plan
We Meet You Where
You Are—And Help You Plan
What’s Next
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
I trust him to take care of my finances and I truly believe he cares about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
I am happy with the opportunity to work with Philip! If something happens to me, I know that my wife can trust the advice she receives from Philip to be sound and explanation to be understandable! Philip always deeply cares for his clients!
mark g.
Advice your family can understand and trust
