ALPHARETTA, GEORGIA, February 14 — Chitra Patel, CFP®, CPWA®, a former Private Banker for the Greater Atlanta region, announced the launch of WealthWorth, a comprehensive wealth management and financial planning firm supported by NewEdge Advisors, a rapidly growing, New Orleans-based partnership RIA.
Patel, who spent much of her career working with high-net-worth clients to address comprehensive wealth management needs, founded WealthWorth to create a more customized clients experience, including tailored solutions, unbiased advice, and cutting-edge technology. WealthWorth, utilizes a personalized planning experience called Gardening™ to gain deep insight into each client’s WealthSeeds™ (goals and values), which enables the development of a tailored plan of action and helps answer the ever-important question – What is your WealthWorth?
“At WealthWorth, our passion is to empower our clients’ visions to impact their net worth positively,” said Patel. “We deeply care about the success of our clients and want them to feel like family. Launching WealthWorth and having the support of NewEdge Advisors gives us the time to truly collaborate with our clients and provides the flexibility and resources to provide solutions that align their goals and values.”
In addition to having 18 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®. Before founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them.
“We are thrilled to welcome Chitra to the NewEdge Advisors family,” said Alex Goss, Co-CEO of Goss Advisors. “Her entrepreneurial spirit and desire to offer clients a completely customized experience are the core of what NewEdge Advisors represents. We look forward to helping her push the boundaries of financial planning and supporting the growth of WealthWorth.”
About WealthWorth
Founded in 2022 by Alpharetta-based Wealth Advisor Chitra Patel, CFP®, CPWA®, WealthWorth is a comprehensive wealth management and financial planning firm that provides clients with cutting-edge technology, customized offerings, and unbiased offerings advice. WealthWorth specializes in working with business owners, corporate executives, family offices, and working professionals.
About NewEdge Advisors
New Orleans-based NewEdge Advisors is a rapidly growing RIA built by New Orleans residents Alex Goss and Neil Turner. The firm embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with best-in-class advisor services, continues to attract top-performing advisors from across the country.
Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group. For more information on NewEdge Advisors, please visit www.newedgeadvisors.com.
