New Office Address: 5605 77 Center Drive, Suite 101, Charlotte NC 28217

We are expanding and relocating our headquarters to a larger space. Don't be alarmed- we're in the same city, same area, same zip code, just more space for our continued growth and opportunity to better serve you.

Insurance

Worth Advisors Insurance

Worth Advisors Insurance is a division of the Worth Advisors that helps select individuals protect and preserve their net worth for their families, businesses, and charities.

 

Individual Planning
We help selected individuals protect and preserve their net worth for their families, businesses, and charities. Client objectives drive the design of plans that minimize estate taxes and transfer wealth to future generations and designated charities. We work closely with our clients’ financial advisors and legal counselors to assure continuity. Above all, we solve the problems of wealth transfer with the utmost respect for our clients’ time, experience, and privacy.

Business Planning
Have you planned for your company’s future after you’re gone? Business succession planning is proving to be one of the most neglected areas facing business owners. Some studies have shown that only 26% of business owners have a written continuation plan. Of owners over age 60, only half have put their plans in writing.

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