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

Jim Clark

Managing Partner

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. I developed a love of the stock market and wanted to share my stocks' analytics with others since that time. I have been managing client's portfolios since 1983 when I moved to the Dallas area.

From 2011 to 2020, I was the majority owner and registered principal of Worth Financial Group, a Dallas based Broker-Dealer and Registered Investment Advisor. I am a co-founder, managing member, and investment advisor with Worth Asset Management since its inception in 2013.

I live in Frisco with my beautiful wife, Julie. We have two daughters who live in Dallas, and we love spending time with them, our son-in-law, and our grandchildren. My hobbies are golf, tennis, and hunting feral hogs that are a real nuisance to area farmers and ranchers.

John Hale | Worth Asset Management | Dallas TX

John Hale

Financial Advisor

I have been a registered investment advisor with Worth Asset Management since its founding. I have a different clientele than most financial advisors. The majority of my clients are over the age of 75 years. They require professional insight to preserve their assets and the integrity of their estate plan in the midst of receiving long-term care.

I founded The Hale Law Firm in 2006, providing estate planning, probate, trust administration, and business transaction services. Within a few years, the firm grew to become a boutique elder law firm, emphasizing long-term care financing and assisting with senior housing and care options.

I am a graduate of Texas Tech University School of Law, and I earned my Bachelor of Business Administration with a major in Finance at Baylor University. My wife, Candice, and I have three children – Samantha, Madelyn, and John Thomas.

Bart Thompson

Bart Thompson

Financial Advisor

I am a graduate of the University of Texas in Arlington and a dual registered financial advisor and licensed insurance agent. Before joining Worth Asset Management, I had careers at Fidelity Investments, IBM, and Lenovo - mostly in leadership and in the technology arena. At Fidelity, I opened my first investment account and developed a love of investing, strategy, technology, and communications.

With that background, I decided to put my passion for portfolio management to work full time and pursue a career as an investment advisor. I have both personal and professional experience with a variety of investments and strategies. Being married to a CPA, I have great respect and appreciation for partnering with other experts for a variety of needs and look to incorporate as needed.

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.

Beth Ann Johnson | Worth Asset Management | Dallas TX

Beth Ann Johnson

Financial Advisor

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. My dad took me to the bank at nine years old to borrow money to buy show animals, then after the season and sales, back to the bank to pay off the loan. I developed a love of business and finance.

I had a very enriching corporate career working with CPA's, Attorneys, and CIO's both in private practice and with corporations. Because of their stories of client situations and my dad suffering significant losses from a transactional broker that fueled my passion for making a positive impact with integrity for people with their financial decisions and keeping them out of the hands of ill advice.

I have successfully managed family finances for many years and have both insurance AXA Equitable and large wirehouse background of Morgan Stanley and RBC. I am pleased to be with an Independent RIA to have the broadest of resources with no bias toward any company products for families and business owners. I value comprehensive planning and strategy to set the course for clarity and confidence for your financial future.

Joe Dowdall | Worth Asset Management | Dallas TX

Joe Dowdall

Financial Planner

I have worked in the financial services industry for over 15 years and have spent the last 10 years working as a planner in the Dallas area. Prior to financial services, I taught elementary school in Maryland, where I was lucky enough to meet my wife, Leila. We live in Frisco and have two daughters. During my free time, I enjoy traveling with my family, exercising, and hiking the National Parks.

As a financial planner, my philosophy is rooted in my experience as a teacher, where I learned early on in my professional career the importance of explaining complicated concepts in understandable terms. My passion is to work with a select group of clients to help them achieve their financial goals with confidence and clarity.

I earned my B.A. in Education at the State University of New York and my MBA in Finance from Saint Joseph’s University. Additionally, I am proud to be a CERTIFIED FINANCIAL PLANNER (CFP®), Retirement Income Certified Professional (RICP), Chartered Retirement Plan Counselor (CRPC), and a Certified College Financial Consultant (CCFC).

Philip Floyd | Worth Asset Management | Dallas TX

Philip Floyd

Financial Planner

My mission in life is to serve my clients holistically. To me, this means addressing every area of financial planning, including tax, estate, education, retirement, insurance, and investments. As a Certified Financial Planner (CFP®) Practitioner, they are all equally important.

From my four years of active ARMY in the Infantry and my experience during two major economic recessions, I always strive to avoid significant losses. “Hope for the best but prepare for the worst.”

My planning philosophy is that no one wants their financial life to be complex, so I make financial topics simple. My goal is to educate people to understand their financial picture and how it all fits together efficiently. I am passionate about helping people understand their financial vision and turn it into a reality.

My wife Natalie, a first-grade teacher, and I have been married for over 21 years with twin girls in college (War Eagle! & Sic ‘em Bears!). Now that we are empty-nesters, our time is spent traveling anywhere and everywhere together simply for new experiences. Outside of my faith and my family, I enjoy outdoor smoking and grilling.

Jeff Burandt | Worth Asset Management | Dallas TX

Jeff M. Burandt

Principal

I graduated Cum Laude from the University of Texas at Dallas with a degree of Bachelor of Science in business administration with a major in accounting. Having been in the financial services industry for more than 30 years, I first began managing client’s portfolios in 1994, earning Dean Witter’s National Sales Director’s Award while holding registrations as a registered representative, registered investment advisor and licensed insurance agent.

Utilizing my background in these disciplines, I advise individuals, families, and businesses in a broad range of financial matters with expertise in investment portfolio management, retirement, tax, estate, and business succession planning in addition to pension plan and trust design.

Before joining Worth Asset Management in 1998, I served as Senior Vice President for Bank of New York subsidiaries Pershing LLC until founding my own registered investment advisory firm, Harbor Wealth Management, Inc, from 2009 to 2021.

I live in Prosper with my very best friend and wife, Lisa. We have two daughters and enjoy spending time with our precious grandchildren. A Texas outdoorsman at heart, my daily hobbies include managing our fruit orchard, vegetable gardens, and beehives.

Jim Stewart | Worth Asset Management

Jim Stewart

Chief Investment Officer

Mr. Stewart has been in the financial services profession for more than twenty-five years and is an Investment Officer of Worth Asset Management. Mr. Stewart leads Worth’s investment committee, whose responsibilities include securities identification, analysis and selection, portfolio design and implementation, and performance tracking.

Jim is an alumnus of the University of Texas at Dallas, having graduated Cum Laude with a Bachelor of Science Degree in Mathematical Sciences with a statistics concentration.

Jim has three successful adult children, Gabrielle, Kennedi, and Jett. Jim enjoys coaching boys club volleyball in his free time, winning two gold & one bronze medal at Junior Olympic National Championships.

Keri Johnson | Worth Asset Management

Keri Johnson

Director of Operations

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

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.