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    • Financial Planning vs. Wealth Management - Duration: 29 seconds.

      • 3 months ago
    • WorthPointe | Ronald McDonald House - Duration: 66 seconds.

      • 6 months ago
    • Do You Go Pro or Go Solo to Manage Your Trust? - Duration: 81 seconds.

      • 1 year ago
      A trust is a sophisticated asset management tool that relies on its manager to understand the risks and rewards behind its investment strategy. Many wonder whether they will benefit from having a p...
    • Why Californians Need to Be Ahead of the Game - Duration: 74 seconds.

      • 1 year ago
      We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner a...
    • Trust Basics - Duration: 2 minutes, 15 seconds.

      • 1 year ago
      Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles...
    • Can The Lottery Ruin Your Life? - Duration: 78 seconds.

      • 1 year ago
      “For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finan...
    • A Typical Day at WorthPointe - Duration: 99 seconds.

      • 1 year ago
      Anthony G. Ferreira, Partner and Financial Planner, breaks down the bulk of his workload and sheds light on his ability to service clients both inside and outside the office.
    • Built for Collaboration - Duration: 77 seconds.

      • 1 year ago
      WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn ...
    • Launching a Career as a Financial Planner - Duration: 70 seconds.

      • 1 year ago
      Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for ...
    • How WorthPointe Got Its Start - Duration: 70 seconds.

      • 1 year ago
      Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. ...
    • 3 Tips for Choosing Your Financial Planner - Duration: 2 minutes, 28 seconds.

      • 1 year ago
      You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can b...
    • What Does Tech Have To Do With Your Financial Peace Of Mind? - Duration: 2 minutes, 13 seconds.

      • 1 year ago
      WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
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