Your Team – brings knowledge, experience, integrity
Since 1994, we’ve been dedicated to turning money into wealth for individuals, families and institutions through a comprehensive, proactive approach to wealth management. We craft personalized investment strategies tailored to your unique goals and objectives.
Our Legacy
With a solid foundation – built on decades of experience – our team at Worth Allaye-Chan Investment Counsel is committed to helping our clients achieve their financial goals and transform their assets into lasting wealth.
Investment Expertise
At the heart of our success lies our deep understanding of the investment landscape. We bring decades of independent investment management thinking and financial planning in a family office environment.
Concierge-level Service
We believe that true wealth management extends beyond numbers and portfolios. Our concierge-level service is designed to cater to your individual needs – providing you with the attention and care that set us apart.
Comprehensive Approach
We take a holistic view of your financial landscape – carefully analyzing macroeconomic trends, business cycles and global factors. This comprehensive approach allows us to adapt and optimize your portfolio on an ongoing basis, ensuring your investments align with the rapidly changing economic environment.
Meet Our Team
Brian R. Worth, PhD, DIC, CIM, CIWM®
Senior Portfolio Manager, Private Client Group
Brian and Gerald are ultimately responsible for developing investment plans and managing portfolios.
Gerald Allaye-Chan, BA, CIM, CIWM®
Senior Portfolio Manager, Private Client Group
Gerald and Brian are ultimately responsible for developing investment plans and managing portfolios.
Wanda Whittingham
Financial Advisor Assistant, Raymond James Ltd.
Wanda handles administration processing, deals with client service inquiries and coordinates tax information for both institutional and private clients.
Whether you’re an individual investor, a family or an institution, we’re here to help you turn your money into lasting wealth.