We have an exciting announcement to share with you.

When we (Dave and Tim) teamed up 20 years ago, we wanted to be holistic financial planners who could guide our clients in all financial aspects of their lives. This goal has been the driving force behind every business decision we’ve made.

Here’s the news

The Worley Banks Group is moving to a new office and launching our own Registered Independent Advisor (RIA) firm.

Watch the video to hear all about it.

How does this affect our clients?

This new move enables us to deliver the services that are best for you — our clients.

• Your portfolios are unchanged.
• Your client portal is unchanged.
• Your account numbers are unchanged.
• TD Ameritrade is still our custodian, serving as the bank that safeguards your investments. 
• Alpha Capital will continue to build and manage our portfolios. 

However, the most important thing that is staying the same is our desire to provide top-notch service to each of you.

What is changing?

Beyond our physical office location, now you’ll see the Worley Banks Group logo on your statements from TD Ameritrade.

More importantly, we think you’ll notice a change in our ability to provide better service.  We’ll be able to utilize the best technology and most efficient systems customized to our practice. 

Bottom line, this move will enable us to be more responsive to you. 

Thank you

Most of our clients have been with us for a long time on this journey. We appreciate and value each one of you, and we’re so honored to be able to guide your financial future.

We can’t wait to show you our new office across the street!