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.

Some people want a once-a-year review and a stack of reports. Our clients want an ongoing relationship.At Worth Advisors...
07/22/2026

Some people want a once-a-year review and a stack of reports. Our clients want an ongoing relationship.

At Worth Advisors, we stay in touch throughout the year because real financial planning happens when life changes—not just when calendars say it’s time.

Career growth. Tax law shifts. Family transitions. Retirement decisions. Business changes.

That level of engagement creates better conversations and better outcomes.

Learn more here.


https://worthadvisors.com/

A lot of successful people carry the same quiet question: “Am I missing something?”You’ve built a career. You’re earning...
07/21/2026

A lot of successful people carry the same quiet question: “Am I missing something?”

You’ve built a career. You’re earning well. You’re saving. And still, financial decisions can feel fragmented when taxes, retirement, investments, and family priorities all pull in different directions.

That’s where thoughtful planning changes everything.

Let’s talk about your full picture.


https://www.worthadvisors.com/contact

“An investment in knowledge pays the best interest.” — Benjamin Franklin
07/20/2026

“An investment in knowledge pays the best interest.” — Benjamin Franklin

07/17/2026

One of the most common investing questions: “Should I be more aggressive?”

The better question is: Does your investment strategy actually match your goals, timeline, and comfort level?

Taking too much risk can create stress. Taking too little risk can slow long-term progress. The right strategy is personal.

This video breaks it down.


https://www.youtube.com/watch?v=O5K3qGZl5z8

One of the easiest financial mistakes to make?Thinking your estate plan is “done” because you signed documents years ago...
07/16/2026

One of the easiest financial mistakes to make?

Thinking your estate plan is “done” because you signed documents years ago.

Quick checklist:
✔ Beneficiaries still accurate?
✔ Trustees still make sense?
✔ Kids now adults?
✔ Assets changed?
✔ State laws changed?

A stale plan can create real family stress later.

Every major technological shift creates new investment conversations. Artificial intelligence is no exception.If you've ...
07/13/2026

Every major technological shift creates new investment conversations. Artificial intelligence is no exception.

If you've been wondering how AI is influencing private equity or whether these opportunities belong in a long-term financial strategy, join us for an educational webinar on Wednesday, July 16, from 12:00–1:00 PM ET.

The Evolution of Private Equity: Investing in the Age of Artificial Intelligence will explore how innovation is shaping today's investment landscape and the questions thoughtful investors should be asking.

Save your spot here.


https://us06web.zoom.us/webinar/register/WN_kN2UALx2QuKA70d1SoRTWw

07/13/2026

Retirement planning includes more than saving.

This video highlights common obstacles that can affect long-term outcomes and how thoughtful planning can address them early.

Watch here.


https://www.youtube.com/watch?v=wgq1e9UBglA

One of the fastest ways to feel stressed about investing is putting money into the market before your foundation is stab...
07/09/2026

One of the fastest ways to feel stressed about investing is putting money into the market before your foundation is stable.

Before investing heavily, it helps to have:
✔️ Emergency savings
✔️ Consistent cash flow
✔️ A plan for high-interest debt
✔️ Clear monthly spending habits

Strong financial habits make investing feel much more manageable long-term.

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

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