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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Plano

Join us for a networking series of events as we discuss the various aspects of mergers and acquisitions! In this session, we will cover investment banking deal connections. 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. […]

Mar 26

Mergers & Acquisitions 360

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Mergers & Acquisitions 360

Mar 26
March 26 | 11:30 am - 1:00 pm
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Plano

Whitley Penn is proud to sponsor the Frisco Chamber of Commerce HR Summit. The event is taking place at the Collin College-Preston Ridge Campus: 9700 Wade Blvd. Frisco, TX 75035 To read more about this event, please click here. If you have any questions, feel free to contact us at marketing@whitleypenn.com

Mar 27

2019 Frisco Chamber of Commerce HR Summit

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2019 Frisco Chamber of Commerce HR Summit

Mar 27
March 27 | 7:30 am - 12:00 pm
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Houston IIA 10th Annual Conference

Whitley Penn is a proud sponsor and exhibitor for the Houston Institute of Internal Auditors (IIA) Chapter's 10th Annual Conference.

Apr 1

Houston IIA 10th Annual Conference

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Houston IIA 10th Annual Conference

Apr 1
April 1 | 8:00 am - 5:00 pm
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2019 Public Sector CPE Seminar – DFW

Location: NOAH's Event Venue Las Colinas 6101 E. Campus Circle Drive Irving, TX 75063 Included Topics: GASB Update Cybersecurity Panel Legal Update Expense Management, Bill Auditing, Cost Reduction, and Cost Intelligence Internal Audit Update Eight hours of CPE credit (pending approval), qualifies for TASBO CPE (Provider #385). Schedule:  Date: April 18th, 2019 Times: 8:30 a.m. […]

Apr 18

2019 Public Sector CPE Seminar - DFW

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2019 Public Sector CPE Seminar - DFW

Apr 18
April 18 | 8:00 am - 4:00 pm