Fort Worth, TX – (January 12, 2023) WPWealth is pleased to welcome Bill Weston to the Partnership as of January 1, 2023.
“We are incredibly excited to welcome Bill to the WPWealth Partnership,” stated Shane Miller, CFP, CRPS, WPWealth Partner. “As our team of knowledgeable advisors and professionals continues to grow, we look forward to seeing Bill in this elevated role as he contributes valuable insight and strategic planning for our clients in the years to come.”
Weston joined WPWealth in 2017 and currently serves as the head of the investments committee for the wealth management practice. Additionally, he helps clients with financial tax and estate planning, retirement, insurance, and employer sponsored retirement plans.
Weston is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 66 as an Investment Advisor Representative along with his Group 1, Texas Department of Insurance License. He previously worked for an institutional investment manager as a planning and investment consultant. His passion for helping others through life events speaks to his knowledge and experience in the wealth management industry.
Outside of WPWealth, Weston serves on The University of Texas at Austin Economic Alumni Committee and the American Heart Association Executive Leadership Heart Ball team. He lives in Fort Worth with his wife and three children and enjoys keeping his hands full with their family activities.
About WPWealth LLP
WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.