Tim Waterworth, CFP®

I am focused on delivering customized solutions to families, corporate executives, and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address client goals, I design comprehensive plans targeted to each individual’s unique needs and circumstances. Our customized financial plans and dedication to ongoing client education bring simplicity and clarity to resolving financial issues. Periodic review and ongoing monitoring facilitate the implementation of action plan items, enabling our clients to focus their time on business and family.

I am licensed as a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC. I hold myself to a fiduciary standard, which means I am obligated to put the best interests of our clients first. This is a personal belief as well as a professional requirement of being a CERTIFIED FINANCIAL PLANNER™ professional.

I am active in the Northeast Tarrant County community connecting with other professionals and supporting non-profits. Believing in the importance of giving back, I have served on boards and have donated my support to local non-profit organizations.

  tim@waterworthwa.com