Worth Asset Management is a diversified financial services company that provides a wide range of wealth
management services. Headquartered in Dallas, Texas, our team of professionals architects customized plans to help our clients build and protect their wealth through all life stages.

Our success stems from our lifelong relationships with our clients built on the highest levels of integrity, trust, expert guidance, and stellar financial performance.

Why we are different – a holistic,
unbiased, and tailored approach

As a wealth management investment firm, we approach every client plan from a holistic perspective, working to ensure every facet of our client’s financial life works in harmony to create a sustainable and synergistic impact — now and for future generations.

Our independent advisors offer unbiased advice and  transparent reporting. With an independent and diverse product selection, our advisors are free to act in your best interest by recommending the best solutions to meet your objectives.

The result? A targeted and personalized wealth management plan engineered to meet your financial objectives.

Our Commitment to You

Uncompromising integrity
& proven strategies

Customized
approach

You are the center
of our focus

We know it is a privilege to serve you by helping you reach your financial goals. We will always provide proven investments — never using emotion to guide our actions and advice. And, we will approach every facet of your investment planning and execution with the highest level of integrity, discipline, and financial expertise.

Your situation is as unique as your fingerprint – we know cookie-cutter approaches and blanket strategies do not work. Starting with a deep understanding of your values, priorities, goals, and risk tolerance, we will always develop a successful investment strategy acutely tailored for your needs.

Our investment process is designed to protect your portfolio from market actions that would cause your financial plans to fail. Within the highest ethical standards, we will always put your interests ahead of our own and seek long-term relationships that last generations.

Our Investment Philosophy

At Worth Asset Management, we know you have goals and expectations for the future. Our investment philosophy includes an intelligent investment strategy based on performance, diversification, detailed reporting, and accountability. Tenants of our investment philosophy include:

Personalized Advice

We believe in frank and open communication with our clients. We present both the positive aspects and potential concerns on any product or strategy we recommend.

Low Cost

Worth Asset Management believes in structuring a portfolio targeted to achieving your goals using low-cost, efficient securities designed for long-term growth and strategic risk management.

Investor Education

We believe the best investor and client is an educated one. It is our job to ensure that, as our client, you have the knowledge and information necessary to make intelligent financial decisions. We provide investor education and support from start to finish.

Registered Investment
Advisor

As a fiduciary, we will always place your interests ahead of our own. This fiduciary role enables us to make recommendations with unaffected impartiality.

Extensive Research

We draw our research from both in-house and third-party providers. This extensive research allows us to consolidate independent views and ideas to chart an appropriate course of action. Multiple sources of information insulate the firm and our clients from individual biases or potential conflicts of interest.

Investor Education

We help our clients make investment decisions rationally and insulated from the emotions of the market. Worth utilizes a targeted approach to identify investment vehicles that are poised to increase in value, then employs disciplined and tactical management strategies with the goal of protecting profits and minimizing losses.

Disciplined Investing

We aim for consistent results by adhering to a rigorous and repeatable investment process. You can count on the same philosophy, process, risk controls, and portfolio management infrastructure.

Implementation

Once a course of action is determined and agreed between the customer and the financial advisor, we implement the strategy to start you on achieving your financial goal.

Transparency

We believe you should always have access to your fincial picture and data. Worth utilizes a sophisticated client portal with secure access and robust reporting features, so you always know where you stand. And, your experienced advisor is available to provide the support you need – when you need it.

Leadership Team

The Worth management and financial advisor team has over 100 years of expert financial guidance and wealth management expertise.

Worth prides itself on leadership with advisory team members that create trusting, long-lasting relationships based on deep investment experience in all markets, an acute understanding of our clients’ vision and goals, and the ability to provide insightful and unbiased guidance.

Jim Clark | Worth Asset Management | Dallas TX

I owe my career in the securities industry to a mentor, the brokerage firm manager in Lubbock, Texas, where I opened my first account as a junior in high school.

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Jim Clark

Managing Partner

John Hale | Worth Asset Management | Dallas TX

I have been a registered investment advisor with Worth Asset Management since its founding.  I have a different clientele than most financial advisors.

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John Hale

Financial Advisor

Bart Thompson

At Worth, I work with a great team to utilize a variety of solutions and proven strategies.  The love for what we do, our guiding philosophies, and integrity truly set us apart and enable us to help you.

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Bart Thompson

Financial Advisor

Beth Ann Johnson | Worth Asset Management | Dallas TX

I grew up on a farm near Lamesa, TX, and graduated from Texas Tech University.  I started my lessons in finance early with 4H participation.

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Beth Ann Johnson

Financial Advisor

Joe Dowdall | Worth Asset Management | Dallas TX

I have worked in the financial services industry for over 15 years and have spent the last 10 working as a planner in the Dallas area. My philosophy as a financial planner is rooted in my experience as a teacher.

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Joe Dowdall

Financial Planner

Philip Floyd | Worth Asset Management | Dallas TX

My mission in life is to serve my clients holistically.  I am passionate about helping people understand their financial vision and turn it into a reality.

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Philip Floyd

Financial Planner

Jim Stewart | Worth Asset Management

Mr. Stewart has been in the financial services profession for more than twenty-five years and is the Chief Investment Officer of Worth Asset Management.

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Jim Stewart

Chief Investment Officer

Keri Johnson | Worth Asset Management

Early in my financial services career I discovered serving clients was my passion. I am blessed to work with a group of people who share this same value. I have spent the last ten plus years in financial services specializing in operations and client service.

My passion for serving others carries over outside the firm as an active member of the Junior League of Dallas.

I am proud graduate of Texas A&M University and enjoy spending time with my family and friends, watching sports, reading and anything outdoors.

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Keri Johnson

Director of Operations

Long-lasting relationships, deep investment experience in all markets, and insightful, unbiased guidance…that’s the Worth difference.

Worth Asset Management: Frequently Asked Questions

What is your business model?

Worth offers wealth management to individuals and has no proprietary products; therefore, no inherent conflicts in the investments we offer. Our business model is structured to align our services to the financial goals of our customers.

How do you serve your clients?

Worth’s representatives and financial advisors build long term relationships with their customers. There is no pressure to produce more revenue or new accounts, which frees them to really understand their customer’s financial goals and aspirations.

Do you just manage my investments, or is there more?

There is a significant distinction between investment management and wealth management. Investment management focuses on asset allocation and return. It measures success by the performance of individual assets and a portfolio’s performance overall.

Wealth management is a more holistic approach. Wealth management accounts for asset allocation and return but is guided by an overall return approach that includes asset location, after-tax return, long-term wealth preservation, and intergenerational wealth transfer.

Our wealth management goal is not merely what our customers make on a quarter-to-quarter basis, but rather what they can count on through retirement.

What is your investment approach, and what investments do you offer?

Worth offers a wide range of investments, including individual stocks and bonds, Exchange Traded Funds, mutual funds, and traditional insurance products. We tailor these investments to the customer’s risk tolerance and investment objectives.

What are the different areas of your services?

Worth provides a full range of wealth management capabilities to meet our customer’s needs as their financial outlook grows and changes over time.

We work with trusted professionals such as estate planning attorneys and CPAs to form a team approach to a customer’s financial plan.

Would your firm be a good fit for me?

Determining if a firm is a cultural fit for you and your family is more art than science. Our representatives and advisors can answer the following questions to make sure they are a good fit:

  1. Are your investment philosophies aligned?
  2. Do you understand my current portfolio and your vision for how to grow it?
  3. Will you take the time to understand my personal goals and aspirations?
  4. How will we communicate going forward?
  5. How often will you review my investments?

The wealth management firm and the their representatives will profoundly influence the outcome of your financial plan.

See more about Who We Serve

Ready to put Worth’s expertise to work for your financial future?

Let’s get started – give us a call today.