March 16, 2020 – WPWealth & Whitley Penn are closely monitoring information from the CDC (Centers for Disease Control) as well as federal, state and local officials in response to the COVID-19 (“coronavirus”) outbreak.
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.
Experience the energy of more than 3,000 Texas school business and educational professionals during the TASBO Engage Conference, one of the largest and most comprehensive networking events in the state. The full conference includes three days of certification courses, two days of sessions and a packed exhibit hall. The TASBO Engage Annual Conference audience is […]
2020 TASBO Engage Annual Conference
More information coming soon!
2020 Fort Worth Employee Benefit Plan Conference
More information coming soon!