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.
Whitley Penn is a proud sponsor of the Texas Chapter of the Risk Management Association's 66th Spring Conference. Location: The Hotel Contessa 306 West Market Street San Antonio, TX 78206
2019 Risk Management Association Conference
Location: Houston Museum of Natural Science 5555 Hermann Park Drive Houston, TX 77030 Included Topics: GASB Update Cybersecurity Panel Legal Update Internal Audit Update Eight hours of CPE credit (pending approval), qualifies for TASBO CPE (Provider #385). Schedule: Date: April 25th, 2019 Times: 9:00 a.m. - 4:30 p.m. Registration: Early bird registration: $25 Registration after […]
2019 Public Sector CPE Seminar - Houston
The 2019 International Tax Seminar will last from 11:30 a.m. until 2:00 p.m. Location: Park City Club, Highland I and II 5956 Sherry Lane Suite 1700 Dallas, TX 75225 Featured Speakers: Brian Mitchell – Partner at Whitley Penn Alistair Shaw – Partner at Smith & Williamson
2019 International Tax Seminar
Whitley Penn is proud to sponsor the Dragon Classic Golf Tournament. The event takes place at the Sky Creek Ranch Golf Course. To learn more about this event, click here.