Doug Bolles
CAP®
WorthPointe
Wealth Manager, Partner
Doug Bolles
CAP®
WorthPointe
Wealth Manager, Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Doug Bolles, CAP®
Fee-Only financial planner located in Tyler, TX, serving clients locally and across the country
Doug Bolles is a Tyler, TX fee-only financial planner. WorthPointe provides comprehensive and objective financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Doug Bolles is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Doug Bolles, CAP® focuses in the following client markets or areas of practice:
- Business Owners & Executives
- Professionals
- Inherited Wealth
Planning Specialties
Doug is a Chartered Advisor in Philanthropy® and Partner at WorthPointe, LLC. With decades of advisory and wealth management experience, he helps his clients fully harness their resources to achieve what they value most highly. His experience working with diverse clients has taught him that smart moves and careful planning can equip them to accomplish even more than they thought possible.
Doug is passionate about putting clients first and helping them maximize the impact of their charitable giving, as reflected by his CAP designation. It's about more than giving; it’s about giving well. He has 35 years of banking experience, most recently as Executive Vice President and Chief Investment Officer of Southside Bank Wealth Management.
Doug is a graduate of Bowdoin College, the New England School of Banking at Williams College, the ABA Wealth Management School at Emory University and the Texas Trust School at SMU.
Additional Information
Committed to giving back to his community, Doug has served as board chair for the East Texas Communities Foundation, United Way of Smith County, The Hospice of East Texas Foundation, Encouragement FM Christian Radio and The Camp Tyler Foundation. He currently serves on the boards of HOPE International and the East Texas Estate Planning Council. He is also active in his church.
Doug and his wife, Gwen, live on Lake Palestine, where their goal is to maximize time with family on the water. They have three amazing sons and two equally amazing daughters-in-law — and three perfect grandchildren.
WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.
As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Doug Bolles Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
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WorthPointe is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Doug Bolles
Office Locations:
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1014 Pruitt Pl.
Tyler, TX 75703
