Worden Capital Management LLC

Worden Capital Management is disciplined and constantly driven by high quality principles. We do not waiver. Offering financial management services, New York-based Worden Capital Management LLC has locations across the state of New York, the Midwest, and the Southeast. Worden Capital Management LLC is driven by core principles that include putting investors first, delivering high-quality results, and integrity and transparency with clients. The firm focuses on hiring employees who share these values.

Worden also emphasizes creativity and independent thinking, and encourages open debate when managing investments. In addition to its wealth management services, the firm offers investors and clients tools such as resources to prepare for tax season, and financial calculators for retirement and estate tax.

Established by Jamie John Worden, the firm boasts a leadership team drawing on decades of combined experience. Staff members provide services in areas including exchange traded funds, venture capital funds, and private wealth management.