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.

One of the biggest retirement surprises?Paying more taxes later than expected.Many people save well for retirement but f...
06/25/2026

One of the biggest retirement surprises?
Paying more taxes later than expected.

Many people save well for retirement but forget to plan for how withdrawals will be taxed.

A few things that can help:
✔️ Roth conversions
✔️ Tax-diversified accounts
✔️ Strategic withdrawal timing
✔️ Reviewing income year by year

Small adjustments now can create more freedom later.

06/24/2026

Before investing, it helps to have clarity around your current financial position.

This video outlines what your finances should look like before taking the next step into the market.

Watch here.


https://www.youtube.com/watch?v=ErFR4vRbHBI

If your income has grown over the past few years, your financial strategy should reflect that.Tax exposure, cash flow, i...
06/23/2026

If your income has grown over the past few years, your financial strategy should reflect that.

Tax exposure, cash flow, investment allocation, and long-term planning all shift as your situation evolves.

We help you align those moving pieces into one clear direction.

Start the conversation here.


https://worthadvisors.com/contact/

To the fathers who lead, provide, and plan for what comes next, your impact reaches far beyond today.Building a strong f...
06/21/2026

To the fathers who lead, provide, and plan for what comes next, your impact reaches far beyond today.

Building a strong financial future is one of the ways that legacy continues.

Happy Father’s Day from Worth Advisors.

Juneteenth honors freedom, progress, and the continued effort to build opportunity for future generations.Today is a tim...
06/19/2026

Juneteenth honors freedom, progress, and the continued effort to build opportunity for future generations.

Today is a time to reflect on that history and recognize the importance of creating lasting financial stability within families and communities.

Retiring early sounds exciting.Running out of money at 78 doesn’t.A lot of people focus only on hitting a “retirement nu...
06/18/2026

Retiring early sounds exciting.
Running out of money at 78 doesn’t.

A lot of people focus only on hitting a “retirement number,” but early retirement usually comes down to three things:

• Keeping expenses realistic
• Creating tax-efficient income
• Having money in the right types of accounts

The earlier you organize those pieces, the more flexibility you create later.

Financial decisions around marriage carry long-term impact.This video explores what women should consider before and aft...
06/17/2026

Financial decisions around marriage carry long-term impact.

This video explores what women should consider before and after marriage when it comes to assets, income, and planning for the future.

Watch here.


https://www.youtube.com/watch?v=vYAd_4DveLQ

There’s a point where your financial life becomes more about coordination than accumulation.Income, investments, taxes, ...
06/16/2026

There’s a point where your financial life becomes more about coordination than accumulation.

Income, investments, taxes, retirement timing, and legacy planning all start to overlap. When those pieces work together, decisions feel more intentional.

That’s where we focus.

If you’ve been thinking about tightening your strategy, let’s talk.


https://worthadvisors.com/contact/

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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