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.

Family Office

Family Office

Having worked with high net worth individuals and their families for over 20 years, Worth Financial has established Worth Family Office to cater to the unique needs of these families.  In keeping with our objective and fiduciary role as the financial planner, we leverage our internal expertise and external network to quarterback the best solutions for our clients in all of the following areas:

  • Investment Stewardship
  • Family Governance
  • Philanthropy
  • Accounting and Financial Reporting
  • Lifestyle Concierge

Ultimately, Worth Family Office works with clients to create, support, and monitor the best circle of resources to protect and reach their goals.

Personal CFO

As you are the CEO of your life, you often need a CFO….someone with the skills and expertise to strategize and lead your investment and financial matters.  With over 20 years of experience and a proven track record, Worth Financial is your Personal CFO resource.