DEDICATION THAT BRINGS RESULTS

A firm commitment to our mission allows the professionals at WPWealth to provide unparalleled service to clients. Our goal is to be the client’s most trusted advisor by anticipating changes in the financial environment and providing solid recommendations based on comprehensive research.

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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 really drives investment return. At the same time, we strive to reduce overall risk and volatility in your portfolio, and simplify the investment process.

How We Help Reach Your Financial Goals

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 deliver a superior total value and a strong probability of successfully achieving the client’s goals.

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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.

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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.

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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.

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2018 Tax, Economic and Legislative Update – Houston

More information coming soon!

Dec 5

2018 Tax, Economic and Legislative Update - Houston

Details

2018 Tax, Economic and Legislative Update - Houston

Dec 5
December 5 | 8:00 am - 5:00 pm
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1206
Financial Institutions Seminar 2018
Dec 6

Financial Institutions Seminar 2018

Details

Financial Institutions Seminar 2018

Dec 6
December 6 | 8:00 am - 4:00 pm
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1207
2018 Tax, Legislative and Economic Update – Fort Worth

More information coming soon!

Dec 7

2018 Tax, Legislative and Economic Update - Fort Worth

Details

2018 Tax, Legislative and Economic Update - Fort Worth

Dec 7
December 7 | 8:00 am - 12:00 pm
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1211
2018 Dallas Energy Conference

Topics Include: Accounting and financial reporting update, tax update, economic update, client panel that will consist of CEOs or CFOs of PE backed upstream clients, midstream presentation from PE backed midstream client, etc.   Click here to register.

Dec 11

2018 Dallas Energy Conference

Details

2018 Dallas Energy Conference

Dec 11
December 11 | 8:00 am - 5:00 pm