Connect, Plan, Build & Protect with Your Partner Adviser
WorthNet connects you to independent, specialized advisers who create customized plans tailored to your needs. Our vetted network of practitioners brings decades of experience in portfolio building, tax optimization, estate planning, risk management, and more. Let us match you with the partner adviser we believe best aligns with your financial goals.*
Is a WorthNet Partner Right for You?
Why We Believe the “WorthNet Difference” Could Benefit You
WorthNet connects you with advisers who think beyond cookie-cutter strategies. Our boutique, independent network partners prefer to specialize in areas where they feel they can impact clients the most. Each focuses on crafting personalized, tailored solutions for investors who want more than a one-size-fits-all approach. Whether it's working to optimize a client's tax strategy, structuring a complex estate plan, or building a portfolio designed around your life, our network of advisers is committed to putting your goals first. As fiduciaries, they are legally and ethically duty-bound to uphold the interests of their clients. It's this commitment that we believe makes the "WorthNet Difference."
Personalized Financial Strategies
A Network of Experts, Created with You in Mind
At WorthNet, our goal is to support you in your pursuit of financial success. For yourself. For your business. And for your family – those around you today and generations to come.
We've created a small network of carefully curated, independent investment advisers with extensive experience in their focus areas, like strategic portfolio management, tax-efficient planning, wealth-enhancing insurance, and risk mitigation. You don’t have to be an executive, business owner, or high-net-worth investor to be matched and work with a WorthNet partner adviser. Our focus is investors who prioritize lasting wealth creation and generational impact.
Our Mission Is Simple: To Connect You with a Financial Adviser Suited to Your Unique Needs
Rooted in 40 Years of Financial Thought Leadership
For decades, WorthNet’s founders have published financial and macroeconomic commentary that millions have read. In that time, they collaborated with analysts, pundits, and practitioners across the financial spectrum – a journey that helped them understand that wealth-building doesn’t boil down to picking a few good stocks, buying real estate, or owning precious metals. It is also about the people, and big ideas, you engage with. Drawing on our decades of relationships and experience in financial publishing, we've curated a select network of seasoned financial advisers, dedicated to helping clients pursue long-term growth and wealth preservation.
Carefully Vetted Advisers
For many, wealth maximization can hinge on the "critical few" – strong execution in areas such as goal-setting, disciplined portfolio management, tax-aware strategies, and effective risk management. However, one size most definitely doesn't fit all. Many investors require strategies tailored to their unique goals and life stages.
This can often be achieved by partnering with boutique advisers who are big enough or tenured enough to have this expertise but small enough to deliver that needed personal touch. That was our approach to building WorthNet's specialized partner network – to introduce a differentiated breed of advisers.
Personalized Adviser Matching
We refuse to connect you with “just anyone.” Instead, we aim to find the best match between your goals and our network’s capabilities.
Share a few key details about your financial goals, and our proprietary, rules-based algorithm will match you with a carefully vetted adviser who we believe fits your needs.
No searching, guesswork, obligation to hire, or added referral fees – just high-level personalized advice and service from one of our recommended investment professionals focused on understanding your goals and creating a strategy aligned with your long-term objectives.
Recognized Financial Specialists
Many of our partner advisers are recognized professionals with accolades for excellence in their respective fields. Others have shared their team's expertise through years of conference presentations, video interviews, and broadcast podcasts. Each adviser brings a distinguished skill set, whether in tax strategies, stock selection, risk mitigation, portfolio management, or structured investments. That's why we picked them.
Advisers Who Take the Time to Understand What Matters to You
You Deserve a Partner Dedicated to Your Success
You may have encountered some of our partner advisers. Many share their insights online or are sought out to speak at conferences and mastermind groups. If so, we’re not surprised. Our network advisers were chosen because they are recognized, passionate professionals who display a commitment to the investors they guide. For some investors, an ideal experience may involve working with an experienced adviser who understands their goals and takes the time to learn what matters most to them.
Horizon Investment Services: Working to Build Powerful Personal Portfolios
Charles B. Carlson, CFA
CEO & Portfolio Manager
Richard J. Moroney, CFA
CIO & Portfolio Manager
With generations of collective experience and a combined $71 billion in assets licensed and managed,* Horizon Investment Services focuses on clients with investable assets of $500,000 or more. The team’s founders have forged a long-standing investment legacy via the Dow Theory Forecasts – an investing newsletter published each week since 1946.** The team:
- Uses its power-portfolio strategy designed to help clients pursue their investment goals.
- Leverages its proprietary Quadrix® stock-rating system** – which analyzes nearly 3,200 stocks across 90 variables – to drive investment moves.
- Employs an active-management quant strategy that seeks to find the most compelling in dividend stocks, new emerging markets, technology, and more.
**The Quadrix® stock-rating system is a proprietary product used to support investment decision-making, wholly owned by Horizon Publishing Company, publisher of Dow Theory Forecasts newsletter, a sister company of Horizon Investment Services. Horizon Investment Services has contracted with Horizon Publishing Company to use the Quadrix® stock-rating system for its stock-screening processes.
Charles B. Carlson, CFA
CEO & Portfolio Manager
Richard J. Moroney, CFA
CIO & Portfolio Manager
Define Your Own “Freedom Threshold” with Socha Capital Wealth Strategies
Jeff E. Socha
CEO & Founder
Wes J. Leftwich, CFP®, AIF®, CEPA®, MSFP
Senior Financial Planner
As a high-energy entrepreneur, founder Jeff Socha focuses on understanding the needs of “high producers” – top-earning professionals, including business owners, entrepreneurs, doctors, and attorneys. That’s why Socha Capital Wealth Strategies* works to be much more than a mere portfolio manager. It seeks and employs in-house professionals specializing in investing, taxes, insurance, risk management, and strategic cash-flow planning. The Socha team’s goal: To help you build a personalized strategy designed to free up cash and invest it in tax-advantaged ways, while aiming to mitigate risk and guiding you across the “freedom threshold” – their term for personalized financial security. With more than $1 billion in assets under advisement,** Socha Capital Wealth Strategies is a private wealth manager dedicated to client-first service.
**Assets under advisement as of 6/1/25
Jeff E. Socha
CEO & Founder
Wes J. Leftwich, CFP®, AIF®, CEPA®, MSFP
Senior Financial Planner
Multi-Generational Wealth Planning with Copper Beech Financial Group
John J. Parise
Founder & Managing Partner
Michael J. Parise, Esq.
CCO
Copper Beech Financial Group and its founder, John Parise, have helped families build generational wealth for over 40 years, driven by a mindset that aims to optimize wealth today while protecting it for tomorrow. With decades of experience working with prominent families, their attorney-led team has developed an established toolset. Whether you have accumulated over a million in retirement assets and are unsure of the right next steps, or you run a multi-million-dollar business with a complex structure, they can help create a comprehensive plan intended to preserve and grow your legacy. Focusing on tax mitigation, asset protection, business continuity, estate planning, and family governance, Copper Beech Financial Group strives to deliver peace of mind to clients seeking to safeguard their legacy and plan thoughtfully for future generations.
John J. Parise
Founder & Managing Partner
Michael J. Parise, Esq.
CCO
Ready to Find a Financial Adviser Tailored to You?
Let’s Get Started.
We partner exclusively with seasoned professionals, so you’ll never have to worry about being matched with a shop still learning the ropes. Our network of advisers are licensed and registered specialists, all with a passion for their area of financial strategy and management. For each client, we strive to connect you, through our automated algorithm, with the partner adviser best matched with your goals.
Already Have a Preferred WorthNet Adviser?It's Easy:
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1Answer a Few Questions
Share some basic information about your goals, challenges, and priorities so we can help you find an adviser well-suited to your needs. If we don’t have one that fits, we’ll tell you that, too.
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2Review Your Matched Adviser
We’ll introduce you to your carefully selected, pre-vetted partner. Learn more about them and get ready for your first conversation.
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3Schedule Your Intro Call
Your matched adviser will reach out to schedule a complimentary introductory call. During this session, you'll build on your shared information, discuss your goals in more detail, ask questions, and explore how they can support your financial journey. It’s a simple, no-obligation way to take the next step toward your financial future.
Holding Ourselves to the Highest Standard
As a registered investment adviser, WorthNet has a fiduciary duty to you. We work diligently to build a trusted adviser network – not an advertising platform that sells your information to the highest bidder. We are held to stringent and important regulatory standards, much like the advisers we recommend.