Worthington Wealth Management

Worthington Wealth Management is a registered investment advisor based in Worthington, Ohio, offering personalized investment advisory services to individuals, corporations, and retirement plans. The firm helps clients define their financial goals and constructs tailored asset allocation strategies involving cash, stocks, mutual funds, bonds, and annuities. Worthington Wealth Management operates with both discretionary authority—allowing the team to make trades without asking first—and non-discretionary options where clients approve trades. The team performs ongoing research, risk profile assessments, and continuous portfolio monitoring while seeking to protect client purchasing power over the long term. In addition to portfolio management, certain team members are licensed insurance agents through an affiliated entity, offering insurance products separately from investment advisory services.