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Welcome to Extraordinary Wealth Management
WorthWhile Wealth Council's investment management philosophy is based on two academic sources; Modern Portfolio Theory (MPT) and Behavioral Economics, for which five Nobel Laureates have been honored.
WorthWhile Wealth Council, is a Fee-Only Financial Planning firm led by two highly experienced Certified Financial Planner™ professionals committed to listening, collaborating and achieving mutually productive partnerships with our clients. Founders, Lois Carrier and David Maurice have served clients continuously together for more than 58 years combined experience.
Financial Planning is about so much more than just saving and investing your money. It’s about integrating all your financial decisions to clearly reflect what you care most about: your family, lifestyle, career and retirement aspirations and benevolent purposes. We call these your "worth living assets" and yours are at the center of what we do.
We are a boutique firm, serving each client in your unique circumstances with your own distinct values and deserving of our expert objective and personal attention. By first listening carefully and truly understanding your dreams, core values and complete financial situation, your financial planning and management strategies will be competently tailored and maintained to your distinct aims.
We believe a principal value in advisory services is to be truly known by your financial planner professional and this is the cornerstone of our client relationships. We will not sacrifice our culture of personal attention for rapid growth. We are committed to maintaining a compassionate, boutique environment for our clients and the team assembled to serve them.
This is why we do, what we do, the way we do it.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 508 Princeton Rd,
- Industry
- Investment Management
- Website
- http://www.worthwhile-wealth.com
- Keywords
- Family Wealth Management, Retirement Planning, Strategic, Global Asset Management, Financial Planning, Sustainable Income Portoflio Design and Management, Client Investment Edcuation.
- HQ
- Johnson City, TN
Worthwhile Wealth Council Questions
WorthWhile Wealth Council's website is http://www.worthwhile-wealth.com
WorthWhile Wealth Council's LinkedIn profile is https://www.linkedin.com/company/worthwhilewealth
WorthWhile Wealth Council has
5 employees.
View email and phone details for 5
employees at WorthWhile Wealth Council.
WorthWhile Wealth Council's industry is
Investment Management
WorthWhile Wealth Council's top competitors are
Loven Contracting,
Kdi Wealth Management,
Inspire Advisors,
Northern Arizona Financial Services,
Summit Retirement Services,
Nordstrom & Associates, Pc,
Fullerton Financial Planning,
Cambium Wealth And Legacy Strategies,
Wilde Wealth Management Group,
Wt Wealth Management.
WorthWhile Wealth Council's categories are Investment Management
WorthWhile Wealth Council's founding year is 2002
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Top WorthWhile Wealth Council Employees
-
Lois Carrier, CFP®, AIF®
President And Chief Executive Officer…
Johnson City-Kingsport-Bristol Area, United States3cmwwealth.com, cmwwealth.com, cmwwealth.com -
Raben Reed
--
N/a -
Norma Adams
Client Care Specialist
Johnson City, Tennessee, United States, United States2etsu.edu, etsu.edu1 (423) 4XXXXXXX
-
David L. Maurice, MDiv., CFP®
Vice President And Cio At Worthwhile…
Johnson City-Kingsport-Bristol Area, United States
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