Worth Wealth Management

Worth Wealth Management is a wealth management firm in Brighton, Colorado. The firm builds customized financial strategies for individuals and businesses, with services covering retirement planning, estate planning, college savings, long term care, employee benefit plans for small businesses, and pension strategies. Its work spans clients across Colorado and many other states, and its stated founding principle is that client satisfaction is its most important goal.

The firm's approach begins with listening. It takes time to learn about each client's personal situation, identify goals, and understand tolerance for risk before proposing strategies, and it treats long-term relationships built on open communication as the foundation of its work. Clients preparing for or living in retirement, those with plans such as a 401k, 403b, or TSP, and business owners or managers seeking resources for their companies and employees are all served.

The team is led by T. Lloyd Worth, an LPL Financial Advisor and President of Worth Wealth Management, supported by Administrative Assistant Corrina VanDerPuil. Additional team members include Andrea Colburn, Alex Oritz, Caden Russell, Lisa Esslinger, Hope Hoover, and Julie Gaffney, who hold roles in marketing, technology, advisor relationships, branch development, and office management. The office is open Monday through Friday from 9:00 AM to 5:00 PM.

The office sits on Telluride Street, about 0.2 miles from East Bridge Street, Pheasant Ridge Park, and the Brighton Lateral Ditch, and roughly 0.3 miles from Eagle Ridge Academy and Pennock Elementary School. Sister City Park is about 0.4 miles away.

Worth Wealth Management pairs individualized planning with a team that includes specialists in technology, marketing, and advisor relationships, serving Brighton and clients well beyond Colorado.