About Tim L. Werth
Since he founded Werth Wealth Management more than 25 years ago, Tim has built an organization that specializes in providing comprehensive wealth management strategies for everyday families, businesses, high-net-worth individuals, foundations, endowments, and corporate retirement plans. In 2019 and 2020 Tim was recognized by Forbes as a Best-In-State advisor coming in at #3 on the list in each of the last two years.
Honesty, trust, dedication to family and community, and confidence with humility are core values that Werth Wealth Management demonstrates every day. Ultimately, Tim says, we strive... Read More
Since he founded Werth Wealth Management more than 25 years ago, Tim has built an organization that specializes in providing comprehensive wealth management strategies for everyday families, businesses, high-net-worth individuals, foundations, endowments, and corporate retirement plans. In 2019 and 2020 Tim was recognized by Forbes as a Best-In-State advisor coming in at #3 on the list in each of the last two years.
Honesty, trust, dedication to family and community, and confidence with humility are core values that Werth Wealth Management demonstrates every day. Ultimately, Tim says, we strive to make sure that our clients' families are strengthened and have a fulfilling family result. Life is about long-term, meaningful relationships that matter.
Over the years Tim has established a varsity team and unique culture at the firm, focused on providing a client experience based on exceptional service, and nurturing and sharpening the team's strongest skills. He personally interviews and hires each member of the practice, choosing individuals with specific skill sets and high levels of competence. More importantly, he chooses team members for the character qualities they exhibit: a big heart, a genuine and deep care for those around them, and care for the long-term success of clients and their families. In his words, We are our clients' closest confidants; our clients trust us to take care of their families while they are here and after they're gone.
A skilled communicator with a love for numbers, Tim started out in the financial services industry more than 30 years ago. He earned his degree from Emporia State University, where he majored in Finance and minored in Accounting. He credits his family for his entrepreneurial spirit and strong work ethic which prepared him to face the hard work and long hours involved in establishing the practice.
Tim is proud to be a life-long resident of Hays, where he and his wife Sandee participate in many activities that support the local community. During off hours, you may find Tim on the golf course or enjoying time outdoors with family, including sons Collin and Tanner, who share their dad's interest in fishing and golf.
Always an inspiration to those around him, Tim has these words to live by: Do the right thing even if it hurts. Do not confuse really good with perfect. Forward always and backwards never. The best communicator always wins.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Werth Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information, visit: https://www.forbes.com/best-in-state-wealthadvisors/#3c70a40291d1 Read Less