DEDICATION THAT BRINGS RESULTS
A firm commitment to our mission allows the professionals at WPWealth to provide unparalleled financial services to clients. Our goal is to be the client’s most trusted advisor by looking forward towards changes in the financial environment and providing reliable recommendations based on comprehensive research.
PHILOSOPHY OF FOCUS
We utilize an academically-based investment approach called asset-class investing. This objective approach to portfolio construction cuts through the noise and confusion by focusing on what drives investment return. At the same time, we strive to reduce overall risk and volatility in your portfolio and simplify the investment process.
“We offer a highly diversified investment approach that offers objective and unbiased advice and solutions to problems, instead of selling you products that benefit the advisor more than the investor.”
Delivering Comprehensive Financial Solutions
Our coordinated approach delivers tax-efficient planning that results in significant tax savings, asset protection, and thoughtful expense structure. This approach allows us to provide superior total value and a strong probability of successfully achieving the client’s goals.
Experienced Leadership
Our clients are our greatest asset. We exist as a firm to serve you. We hire the best of the best in order to provide superior service. At WPWealth, our team of advisors and staff are dedicated to building a plan that is uniquely tailored to your personal objectives.
Innovative Insights
The Informed Investor: Five Key Concepts for Financial Success
We recognize the challenges and opportunities presented in the evolving financial world. Our clients can access relevant material associated with strategies designed to navigate the planning process.
UPCOMING EVENTS
WPWealth is dedicated to helping individuals and businesses build their financial futures. To stay on top of industry trends and develop our professional skills, we regularly attend industry training and certification programs.
Join us for a conference and discussion about employee benefits and retirement plans! Seating is limited, and registration is required. By attending, you will be eligible for four hours of CPE credit (pending approval). Registration is $25. Breakfast is included Topics and Objectives: Fiduciary relationships ERISA legal update Accounting and auditing updates for employee benefit plans Trends […]
2019 Employee Benefit Plan Conference - Houston
Cybersecurity Risk: How a Data Breach Can Impact a Transaction Join us for a networking series of events as we discuss the various aspects of mergers and acquisitions! Seating is limited, and registration is required. By attending, you will be eligible for one hour of CPE credit. Registration is $15. Schedule: 11:30 a.m. – 12:00 p.m. – Lunch and […]
Mergers and Acquisitions 360
Whitley Penn is a proud sponsor of this event. More information is coming soon! Location: San Antonio (Location TBD) For more information, contact us at marketing@whitleypenn.com
2019 TSCPA Advanced Healthcare Conference
More information coming soon!