Insights

Who We Are

Worden Capital Business Principles:

  • Our investors come first. The best decisions for our investors are the best decisions for Worden Capital.
  • Ethics and integrity are central to our value system. We seek employees and business partners who share this view.
  • We hire exceptional people who share our passion, core values, and inspiration.
  • In considering potential investments, we do not follow conventional wisdom. We encourage creativity, open debate, and independent thinking.
  • The dynamic nature of our business requires that we have flexibility and foresight, particularly in the face of uncertainty and change.
  • We are a firm that values relationships.
  • Our partners, investors, and employees should feel that we are fair. We hold ourselves to a high standard, and we expect the same of others.
  • While much of our work is of a highly confidential nature, we seek openness in our relationship with investors and partners.
  • Personal and team reward are earned on merit. We work hard, we work for results, and we work together.

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Long Island

100 Ring Road West, Suite 210
Garden City, NY 11530
Phone: (516) 439-4192

1 Huntington Quad
Suite 3N15
Melville, NY 11747

New York City

40 Wall Street, Floor 7
New York, NY 10005
Phone: (646) 968-8000

Midwest

1001 W. Glen Oaks Lane Suite 223
Mequon, WI 53092
Phone: (262) 241.8377

Southeast

1213 Culbreth Dr Suite 211
Wilmington, NC 28405
Phone: (910) 509-7242

Contact Us

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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