Worth Advisors

Worth Advisors At Worth Financial, our only focus is on your financial needs and solutions that are truly best for you- Glen Wright Worth Financial CEO

Worth Advisors is an independent, privately owned firm. We are not a branch of any brokerage firm, bank, insurance company or other financial services company. Our independence ensures that clients receive financial planning advice based solely on their best interest. As a privately held financial and registered investment advisory firm (RIA), we offer independent, unbiased financial counsel focus

ed on our client’s unique needs and priorities. While this independence provides our clients with highly personalized services, Worth Advisors offers a complete range of services and access to global investment opportunities and best in class multi-generational estate and financial planning strategies. At Worth Advisors, our only focus is on your financial needs and solutions that are truly best for you. We invite you to learn about Worth Advisors' thoughtful, insightful and committed qualities that are at the heart of everything we do to help you achieve financial excellence for generations to come.

Long-term care conversations are emotional because they’re personal. But avoiding them doesn’t make the need disappear.S...
08/06/2026

Long-term care conversations are emotional because they’re personal. But avoiding them doesn’t make the need disappear.

Start with three simple questions:
• Who would help?
• How would care be funded?
• What would you want that experience to look like?

Those answers can reveal a lot.

A financial plan should feel clear, personal, and built around the life you’re actually living.At Worth Advisors, our ap...
08/05/2026

A financial plan should feel clear, personal, and built around the life you’re actually living.

At Worth Advisors, our approach starts with listening. Then we bring structure to the moving pieces like cash flow, taxes, retirement planning, wealth strategy, family priorities, and long-term goals.

We stay engaged because real life keeps moving. Promotions happen. Families grow. Tax laws shift. Priorities evolve. A thoughtful plan should evolve too.

If you’re curious what that kind of relationship looks like, take a closer look at how we work.


https://www.worthadvisors.com/about-us

If retirement is 5–15 years away, the decisions you make right now have a huge impact.This is where income strategy, tax...
08/04/2026

If retirement is 5–15 years away, the decisions you make right now have a huge impact.

This is where income strategy, tax efficiency, long-term care planning, and portfolio structure all start to matter in bigger ways.

A conversation now can create much more flexibility later.


https://www.worthadvisors.com/contact

“Wealth is the ability to fully experience life.” — Henry David Thoreau
08/03/2026

“Wealth is the ability to fully experience life.” — Henry David Thoreau

07/31/2026

Financial stress often starts with uncertainty.

“How much are we actually spending?”
“Where is the extra money going?”
“Should we be saving more?”

A clear cash flow plan brings relief fast because it turns guesswork into actual numbers.

This video walks through why cash flow planning matters so much.


https://www.youtube.com/watch?v=OT3Sv9_TNCw

A lot of people assume retirement planning starts in your 60s.In reality, retirement planning starts when your income st...
07/30/2026

A lot of people assume retirement planning starts in your 60s.

In reality, retirement planning starts when your income starts rising.

Three things that matter early:
✔ Tax-efficient savings
✔ Lifestyle discipline
✔ Clear investment structure

Time is one of the most powerful assets in planning.

Making good money doesn’t automatically create financial confidence.Confidence usually comes from clarity. A clear plan ...
07/28/2026

Making good money doesn’t automatically create financial confidence.

Confidence usually comes from clarity. A clear plan for taxes. A clear retirement strategy. A clear structure for protecting what you’ve built.

If things feel successful on paper but uncertain behind the scenes, let’s fix that.


https://www.worthadvisors.com/contact

Financial planning is personal. The people behind the advice matter.At Worth Advisors, our team brings different perspec...
07/27/2026

Financial planning is personal. The people behind the advice matter.

At Worth Advisors, our team brings different perspectives, experience, and strengths to every client relationship—all centered around helping families make thoughtful financial decisions with confidence.

If you haven’t met the team behind the conversations, take a look here.


https://www.worthadvisors.com/about-us

Financial stress often starts with one question: “Where is all our money going?”Try this 15-minute reset:• Monthly incom...
07/23/2026

Financial stress often starts with one question: “Where is all our money going?”

Try this 15-minute reset:
• Monthly income
• Fixed bills
• Lifestyle spending
• Savings/investing
• Subscriptions
• Random spending leaks

Clarity creates relief fast.

Address

2020 S Tryon Street, Ste 2B
Charlotte, NC
28203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Worth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Worth Advisors:

Shortcuts

Share

Category