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.
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.
“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 deliver a superior total value and a strong probability of successfully achieving the client’s goals.
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.
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.
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 2019 Dallas Children's Theatre production of The Snowy Day and Other Stories by Ezra Jack Keats. Please click here for more information or to purchase tickets: https://tickets.dct.org/single/psDetail.aspx?psn=48600&_ga=2.228465437.1030022707.1540819956-1592316323.1525446236
2019 Dallas Children's Theatre Production
Dallas Chapter Manufacturing/Distribution CFO Series: “Disruptive Forces in the Supply Chain" Registration is open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector. For more information, please visit the event page here: https://www.financialexecutives.org/Network/Chapters/Dallas/Events/Dallas-Chapter-Manufacturing-Distribution-CFO-(6).aspx Schedule: 4:30-5:00 p.m. Check-in and Networking 5:00-5:50 p.m. Program and Q&A | 1 CPE 5:50-6:30 p.m. Hors d’oeuvres […]
FEI Manufacturing Forum - Dallas
Whitley Penn is a proud sponsor of the 2019 Dallas Bar Association (DBA) Family Law Section Bench Bar Conference. For more information regarding The DBA Familly Law Section, please click here: https://www.dallasbar.org/content/family-law-section
2019 Dallas Bar Association Family Law Section Bench Bar Conference
Join us in honoring the top Minority Business Leaders in North Texas. All honorees selected for the Dallas Business Journal's 12th Annual Minority Business Leader Awards are proven leaders and decision-makers of diverse ethnic backgrounds with a track-record of excellence in advocating for others in their communities and workplaces. Congratulations to our very own Audit […]