Networth Asset Management, Inc.

NetWorth provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, 401(k)s, corporations and trusts, managing client portfolios on a discretionary basis. The firm works with both individual and high‑net-worth clients and implements strategies using mutual funds, variable annuities and other investment vehicles.

NetWorth primarily uses model portfolio asset allocations tied to stated objectives (Preservation of Capital, Income, Income and Growth, Growth, and Aggressive Growth), monitors accounts at least quarterly, and conducts at least annual suitability reviews with clients. The brochure also highlights a recent, explicit disclosure about the potential impact of tariff policies on investments, signaling attention to policy-driven market and sector-specific risks in portfolio management.

Noteworthy aspects that distinguish NetWorth from many peers include operation of multiple branch offices, the firm principal’s dual roles as a registered representative of a broker‑dealer and a licensed insurance agent (which can result in commissions for insurance sales or transaction-based compensation), and contractual/platform arrangements that include referral or revenue-sharing relationships with other advisers and custodial platforms. The firm also provides client communications such as newsletters and periodic marketing events and maintains institutional platform relationships that provide digital onboarding and software integrations.