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.

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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 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 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.

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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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0516
Fort Worth Engage Client Event

Location: River Crest Country Club, Founder's Room 1501 Western Ave Fort Worth, TX 76107

May 16

Fort Worth Engage Client Event

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Fort Worth Engage Client Event

May 16
May 16 | 11:00 am - 1:00 pm
0530
0530
2019 Employee Benefit Plan Conference – Dallas

Join us for our 2019 Employee Benefit Plan Conference in Dallas! Click here to view the DFW invite.  Click here to view the Dallas Agenda.  Featured speakers: Terry Cosand – Partner at Whitley Penn (Emcee) Adam Rhodes –Senior Manager at Whitley Penn (Emcee) Nikki Chriesman-Green – ERISA Counsel at USI Insurance Services Jim Griffin – […]

May 30

2019 Employee Benefit Plan Conference - Dallas

Details

2019 Employee Benefit Plan Conference - Dallas

May 30
May 30 | 8:00 am - 4:00 pm
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0606
2019 Houston Employee Benefit Plan Conference

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 […]

Jun 6

2019 Houston Employee Benefit Plan Conference

Details

2019 Houston Employee Benefit Plan Conference

Jun 6
June 6 | 7:30 am - 12:00 pm
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0611
Dallas

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 Registration 12:00 p.m. – 1:00 p.m. – Main Program Location: […]

Jun 11

Mergers and Acquisitions 360

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Mergers and Acquisitions 360

Jun 11
June 11 | 11:00 am - 1:30 pm