The Villages, FL Office
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Networth Asset Management, Inc.
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Firm-wide stats for Networth Asset Management, Inc.
About
NetWorth provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, 401(k)s, corporations and trusts, managing client portfolios on a discretionary basis. The firm works with both individual and high‑net-worth clients and implements strategies using mutual funds, variable annuities and other investment vehicles.
NetWorth primarily uses model portfolio asset allocations tied to stated objectives (Preservation of Capital, Income, Income and Growth, Growth, and Aggressive Growth), monitors accounts at least quarterly, and conducts at least annual suitability reviews with clients. The brochure also highlights a recent, explicit disclosure about the potential impact of tariff policies on investments, signaling attention to policy-driven market and sector-specific risks in portfolio management.
Noteworthy aspects that distinguish NetWorth from many peers include operation of multiple branch offices, the firm principal’s dual roles as a registered representative of a broker‑dealer and a licensed insurance agent (which can result in commissions for insurance sales or transaction-based compensation), and contractual/platform arrangements that include referral or revenue-sharing relationships with other advisers and custodial platforms. The firm also provides client communications such as newsletters and periodic marketing events and maintains institutional platform relationships that provide digital onboarding and software integrations.
Based on Networth Asset Management, Inc.
Expertise
Based on Networth Asset Management, Inc.
Location
The Villages FL
Advisors at this office
2
Advisors at this office
Jonathan L
Series 66
The Villages, FL
Networth Asset Management, Inc.
Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and ANNIMAC Home Mortgage. In addition to his advisory role, Jonathan is a licensed agent providing health insurance sales and service to individuals and small businesses. NetWorth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages portfolios on a discretionary basis using model portfolio asset allocations aligned with client objectives and conducts regular account monitoring and suitability reviews.
Roger H
CFP®, ChFC®, Series 63
The Villages, FL
Networth Asset Management, Inc.
Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.
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