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 Whitley Penn for an educational seminar on State and Local Tax. Topics will include Economic Nexus - Wayfair U.S. Supreme Court Case and its impact on taxpayers worldwide, current issues and trends in state and local taxes, recent court cases and decisions on the Texas franchise, sales/use, and property taxes. 2 hours CPE credit […]
2019 State & Local Tax Seminar - Dallas
Austin State & Federal Tax Seminar
The TASBO Annual Conference provides networking, professional development and leadership opportunities for school finance and operations. Attendees interact with peers experiencing similar issues and find solutions to bring back to their district. Stop by and visit Whitley Penn located at Booth #924! For more information, please click here: https://members.tasbo.org/WEB/engage
2019 TASBO Annual Conference
Schedule: 11:30 a.m. - 12:00 p.m. - Lunch and Registration 12:00 p.m. - 1:00 p.m. - Main Program This event takes place at the Stonebriar Country Club - Clarendon Room (5050 Country Club Drive, Frisco, TX 75034) For more information, contact Whitley Penn Customer Service.