Worth Asset Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. As a Registered Investment Advisor (RIA), the company operates under a fiduciary standard, legally obligated to act in its clients' best interests. It emphasizes a "fee-only" compensation model, meaning it is paid directly by clients and does not accept commissions or other third-party payments for product sales, which is intended to minimize conflicts of interest. The firm provides a range of services including comprehensive financial planning, investment management, and retirement planning, tailored to the individual goals and needs of its clients.

Founded in

United States