about us
The team invested in your future
worth asset management
At Worth Asset Management, we pair fiduciary responsibility with a highly personal approach to advising. Because we don’t earn commissions or sell products, our guidance is always aligned with your best interest. What clients value most is how invested we are in their lives—meeting in person, staying proactive, and taking the time to understand what matters to their family. Our goal is to bring clarity, confidence, and long-term stability to your financial future.
A fiduciary approach grounded in
genuine connection
Fiduciary Wealth Management
DALLAS-FORT WORTH
meet Your Trusted Advisory Team
Fiduciary Wealth Management
DALLAS-FORT WORTH
chief investment officer
Director of Operations
Managing Director & Financial Advisor
Jim Stewart
Vladlena DuFresne
Jim Clark
CFP®|- Wealth Advisor
CFP®, RICP®, CRPC®, CFS – Financial Planner/Principal
CFP®, RICP®, CRPC®, CCFC®, MBA – Financial Planner
Cody Mason
Philip Floyd
Joe Dowdall
Compliance officer
financial advisor
Financial Advisor & Insurance Agent
Lisa Gesin
Beth Ann Johnson
Bart Thompson
in Dallas–Fort Worth
Trusted Fiduciary Advisors
20+ Years of experience
average advisor tenure
100% Fiduciary commitment—your best interests come first
97% of Clients stay with us long-term
The Experience and Integrity Clients Rely On
Worth Asset Management was founded on a simple belief: your financial well-being deserves clarity, care, and intention. Even our name reflects that heart. Worth means “the value of something measured by its qualities or the esteem in which it is held” — and that guides how we serve every client.
As a fiduciary firm, our recommendations are always aligned with your best interest. But what truly sets us apart is our commitment to connection. We meet with clients in person, stay proactive about market shifts, and take the time to understand your family, your goals, and what matters most in your life.
We do this work because we’re invested — not just in your portfolio, but in your peace of mind, your future, and the legacy you want to leave behind.
The difference is simple: we’re invested in your life, not just your portfolio.
Fiduciary Wealth Management
WHY WORTH ASSET MGMT
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
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Protect what you’ve built. We help you identify risks and choose the right coverage—from life and disability to long-term care—so your family and future stay protected no matter what life brings.
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We help you protect your legacy and plan for the future. Our services may include beneficiary planning, asset titling, education, and strategies to ensure your wealth is managed and transferred according to your wishes.
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Tax planning is one of the most overlooked ways to build wealth. We structure income and investments to reduce taxes, uncover missed opportunities, and adapt to changing laws—so more of your money stays working for you.
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A confident life starts with a clear plan. We simplify budgeting, saving, debt, insurance, and long-term goals into one strategy—so you can make decisions with clarity in every season.
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Your money deserves more than maintenance. We build and manage an investment strategy tailored to your goals, risk tolerance, and timeline—so your wealth grows with purpose and peace of mind.
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Retirement isn’t an ending; it’s the freedom you’ve earned. We help you create sustainable income, optimize Social Security and pensions, plan for healthcare including Medicare, and address legacy needs so your next chapter feels secure
