our services
Financial Services Designed Around Your Goals
for Every Stage of Life
What We Can
Help You With—
What We Can Help You With
At Worth Asset Management, we help you find clarity and confidence in every part of your financial life. From investment management and retirement planning to tax strategy, insurance, and risk planning, we design personalized strategies that help you grow your wealth and protect what matters most.
Comprehensive Financial Planning for Every Season of Life
Fiduciary Wealth Management
DALLAS-FORT WORTH
02
Portfolio Management
Your wealth deserves more than maintenance—it deserves momentum. Our fiduciary advisors take a disciplined, research-driven approach to building and managing your portfolio. Every investment strategy is personalized to your goals, risk tolerance, and timeline, helping your money grow with purpose and peace of mind.
Filed In:
Portfolio
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
Testimonials shown are from current clients of the firm. No compensation was provided for these testimonials. Client experiences may not be representative of all clients, and past performance or experience does not guarantee future results.
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
for Every Stage of Life
FINANCIAL Guidance
Our Process
We believe clarity builds confidence so we keep each step simple, transparent, and built around your goals.
we stay connected through an ongoing process
We meet with you at least twice a year — often more — to review performance, adjust strategies as needed, and ensure your plan continues to support your life and legacy.
step 06
We activate your strategy
Once your accounts are set up, we begin managing your portfolio with daily oversight and a disciplined investment approach tailored to your goals and values.
step 05
We make onboarding effortless
If you move forward, we handle every detail. Your paperwork can be completed digitally in-person or by mail,. We’ll guide you through the steps so nothing feels overwhelming.
step 04
We encourage your questions
There is no pressure to commit. We want you to feel informed, comfortable, and confident — and we’re here to answer every question you have.
step 03
We Show You A Custom Strategy
We walk you through how we would manage your portfolio, including the numbers behind our approach and the potential impact on your long-term plan. You’ll see everything clearly before making any decisions.
step 02
We start by getting to know you
Your first meeting with us is completely no-risk and no-obligation. We take the time to understand your goals, concerns, and past experiences so we can serve you well.
step 01
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
At Worth Asset Management, we do things differently. We’re not the distant advisor you hear from once a year—we’re the ones who sit down with you, listen to your story, and stay actively involved in helping you reach your goals.
Our approach is built on transparency, trust, and genuine connection. We believe financial planning should feel personal and empowering—not transactional. That’s why we take time to understand what matters most to you, so we can create strategies that reflect your values, simplify your decisions, and strengthen your legacy.
With Worth, you don’t just have someone managing your portfolio—you have a partner who’s truly invested in you, your family, and your future.
Where personal connection meets
fiduciary care
A Different Kind of Financial Experience
Worth Talking About
