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.

“Do not save what is left after spending, but spend what is left after saving.” — Warren Buffett
06/03/2026

“Do not save what is left after spending, but spend what is left after saving.” — Warren Buffett

There’s a window of time where the right financial decisions carry more weight.For many people, that window is right now...
06/02/2026

There’s a window of time where the right financial decisions carry more weight.

For many people, that window is right now.

If you’re in your peak earning years, planning ahead can influence retirement income, tax exposure, and how wealth gets passed on.

We help you use that window intentionally.


https://worthadvisors.com/contact/

06/01/2026

Taxes play a major role in long-term outcomes.

This video highlights strategies that can help reduce exposure over time and keep more of what you earn working toward your goals.


https://www.youtube.com/watch?v=Q3v-XAMoEu8

Many people focus on growing their assets. Fewer focus on protecting them.Insurance planning, liability coverage, and as...
05/28/2026

Many people focus on growing their assets. Fewer focus on protecting them.

Insurance planning, liability coverage, and asset structure all play a role in preserving what you’ve built.

Protection strategies deserve a place in every financial plan.

Our clients don’t hear from us once a year.We stay in touch regularly because financial planning is ongoing. As tax laws...
05/27/2026

Our clients don’t hear from us once a year.

We stay in touch regularly because financial planning is ongoing. As tax laws shift, markets move, and life changes, your plan should reflect it in real time.

That’s the kind of relationship we build.


https://worthadvisors.com/

High income creates options. The key is using those options well.We work with business owners, executives, and women lea...
05/26/2026

High income creates options. The key is using those options well.

We work with business owners, executives, and women leaders to structure income, investments, and long-term plans in a way that supports real goals—not just short-term wins.

A thoughtful strategy can change what your next 10–20 years look like.

Let’s talk.


https://worthadvisors.com/contact/

This Memorial Day, we pause to remember and honor those who gave their lives in service to our country.Their sacrifice c...
05/25/2026

This Memorial Day, we pause to remember and honor those who gave their lives in service to our country.

Their sacrifice created opportunities and freedoms that shape our lives every day.

We’re grateful, and we remember.

“An investment in knowledge pays the best interest.” — Benjamin Franklin
05/22/2026

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

Your financial plan should reflect your life, not just your income.Family dynamics, career trajectory, health considerat...
05/21/2026

Your financial plan should reflect your life, not just your income.

Family dynamics, career trajectory, health considerations, and long-term goals all shape the right strategy.

When those pieces are accounted for, decisions become more straightforward.

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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