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.


Worth Spotlight: Meet Nicolas

As a Paraplanner, Nicolas’ main responsibility consists of building efficient financial plans for clients and developing informational support to help clients understand the proposed financial plans. Born and raised in Lille, a city located North of France, he was able to embark on the opportunity of coming to the U.S at the age of 18, by the Disney College Program in Orlando, Florida, a national internship program operated by The Walt Disney Company.

He was able to enroll at Winthrop University, to pursue his Masters in Business Administration with a concentration in Finance, after obtaining his Bachelors of Science in Integrated Studies. Nicolas started his journey at Worth Advisors in June 2014, by being recommended by his Finance professor. After years of working in what he considers to be a “Family Atmosphere” at Worth Advisors, and aside from his responsibilities as a paraplanner, Nicolas is very involved with the Communications side, working on monthly newsletters, websites in which he designed and created the new Worth Advisors logo, branding, and other marketing material highlighting the services offered. As a person who enjoys helping clients, and hearing their feedback on his contributions, Nicolas obtained his Series 65 and has a Life Insurance Producer License. He currently aspires to become a CFP (Certified Financial Planner) in which he is currently studying for,  to better assist with client’s concerns.

During his spare time, he participates in guitar playing in which he often sings, and partakes in several water sports such as: scuba diving, kayaking, wakeboarding, etc. Looking into the future, he sees Worth Advisors, growing with multiple offices around the U.S. He lives by the virtue of budgeting, and advices the new generation of millennials to invest in their future by budgeting and establishing a strong financial foundation while they are still young.


Interview and Article By Mayra Parrilla, Worth Advisors Intern

The Worth Report: 2018 Tax Cuts

The Worth Report: Financial Inequalities

The Worth Report: Planning For 2018

Blessed to Be a Blessing

Excerpt Adapted From: The Financial Shepherd-
Why Dollars + Change = Sense by Glen Wright and Sy Pugh


Although we have touched on this subject in other chapters, we want to take a moment to expound on a particular verse: Proverbs 13:22 – “A good man leaves an inheritance for his children’s children, but a sinner’s wealth is stored up for the righteous.” Proverbs 13:22a, provides an excellent example of a Financial Shepherd. What is clear about this verse is that the wise man leaves a legacy. More often than not though, that legacy does not involve the riches and wealth we tend to think about when we talk about an inheritance. Often the legacy comes in the form of wise counsel and seeds of faithfulness. As the children of Israel benefited from Abraham’s faithfulness, and Solomon benefited from David’s wise counsel, so too do we have to be prepared to leave an inheritance of righteousness. Most parents want to see their children become more successful than themselves, so they instill in them wisdom from their own life’s lessons and other intangible instructions for success. If you were provided with this type of legacy from your own parents, the wisest decision you can make is to work to ingrain the same teaching in your own children, grandchildren, nieces, nephews, and cousins. Truthfully, your children aren’t just those that were born to you or reared in your household, they include those that follow your instructions and those that are impacted by your decisions as well.

So, who inherits what you have been fortunate enough to leave behind? The preparation for an inheritance actually starts with the person that has the inheritance to leave. This preparation requires wise counsel as well. There are many examples in the Bible that show the oldest child being the recipient of the majority of the inheritance. Unfortunately, the oldest child may not always be prepared to receive an inheritance due to their own personal circumstances.

Recently we were involved with a family in which this was the case. The matriarch of the family passed away and none of her three adult children was in position to receive the inheritance. Though her assets were not great, she did have the foresight and guidance to elect a beneficiary that she could trust to oversee and execute her wishes as she had planned. The beneficiary happened to be her grandson. Although he was not her biological child, she sowed enough seeds of righteousness in him in advance to prepare him to properly receive and manage this inheritance.

An inheritance should be seen as another way to sow a seed of righteousness in someone’s life. Whether you sow through finances, offering services, kindness, gifts, or through prayer, this principal of sowing and reaping has a tremendous impact on the giver(s) as well as the receiver(s).

The Worth Report: Financial Ramifications of Sexual Misconduct

The Worth Report with Fabi Preslar

Advice For College Students

Source: 3WBTV –

Advice For Preventing Identity Theft

Source: 3WBTV –

Tax Deadline Tips

Source: Fox 46 Charlotte –

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