WORTHWHILE WEALTH COUNCIL

Overview

Worthwhile Wealth Council is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm’s advisory work centers on financial planning and discretionary portfolio management, supplemented by periodic client communications — newsletters and educational seminars. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning or advisory projects. Investment activity is weighted toward publicly traded pooled vehicles. The firm’s filings show a strong tilt to public funds and mutual funds as the primary building blocks of client portfolios, with most assets managed on a discretionary basis. Worthwhile Wealth Council also uses third-party alternative managers and annuities where appropriate, supplementing mutual fund allocations with external managers to achieve diversification and access to strategies outside core public markets. The firm is not identified as an active ESG investor, nor as a pension consultant or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices