Worthington Wealth Management
What We Offer
Products and Services
At Worthington Wealth Management, we manage wealth with one aim in mind: your results. Instead of fitting you into a fixed model, we build and actively manage your portfolio around your goals, your time horizon, and where the markets are today — then walk you through each step so you can make decisions with confidence, no matter your phase of life.
The Core of What We Do
Results-Oriented Portfolio Management
Many firms set an allocation once and leave it there, rebalancing a static pie chart on a calendar. We take a more active approach: your portfolio is built around your objectives and risk tolerance, then managed dynamically as conditions change — rather than left to drift on autopilot. The result reflects both your long-term strategy and what is actually happening in the markets today.
Our portfolio work also includes specialized expertise in municipal bonds — an area where the right selection can make a meaningful difference for tax-aware investors. Explore our Municipal Bond Expertise →
To understand the thinking behind how we invest, see our
Philosophy & Approach →The Broader Picture
Wealth Management
For clients who want more than a portfolio, we coordinate the broader financial picture and adapt it as your life evolves.
Strategy for every phase of life
Your needs in
Young Adulthoodshare few similiarities with your needs while
Growing a Family, moving through
Middle Age,
Nearing Retirement, or managing your
Golden Distribution. We meet you where you are now and adjust as you move from one stage to the next.
Retirement income planning
We focus on building durable, tax-minimized income streams that make the most of tax-advantaged accounts and thoughtful draw-down sequencing as you transition into retirement.
Estate and legacy coordination
We work alongside your estate attorney — and can refer you to one — to help ensure your plan reflects your wishes. Where it fits, we will also help you weigh the role of life insurance in protecting a legacy or covering estate needs.
Our planning is informed by CERTIFIED FINANCIAL PLANNER™ (CFP®) professional expertise, so the advice behind your strategy is held to a recognized standard.
Beyond the Portfolio
Specialized Services
Corporate Retirement Plans
For business owners, we help design and manage retirement plans that serve both you and your employees.
Wealth Transfer Planning
For closely-held family and small businesses, we help structure the transfer of ownership and assets to the next generation.
Philanthropic Advice
We help you structure and manage charitable giving so your generosity is as tax-efficient as it is meaningful.
The Next Generation
We help children and young adults build the habits and understanding that turn into lifelong financial confidence.
To see how we put all of this into practice from your very first meeting, explore our
FORM Process →Ready to talk about your vision?
Let’s start with a conversation about where you are and where you want to go.
Schedule a MeetingOr call us at
(614) 368-0769
