WPWealth Named to Dallas Business Journal DFW Metro Area Wealth Management Firms List

WPWealth Named to Dallas Business Journal DFW Metro Area Wealth Management Firms List

Fort Worth, TX (December 18, 2023) – WPWealth has been named to Dallas Business Journal’s Dallas-Fort Worth Metro Area Wealth Management Firms list. The firm ranked #19.

To be eligible for this list, companies must be independently owned and have a location within one of the following counties: Collin, Dallas, Denton, and Tarrant.

“On behalf of WPWealth, we are thrilled to be named to the Dallas Business Journal’s DFW Metro Area Wealth Management Firms List,” stated WPWealth Partners, Shane Miller, CFP® CRPS® and Bill Weston, CFP®. “Our dedicated team of advisors and professionals are committed to delivering an exceptional client experience. As our business continues to thrive, we take great pride in our recognition by this widely prominent and esteemed publication.”

About the Dallas Business Journal

The Dallas Business Journal is the premier source for local business news, research and events in Dallas-Fort Worth. From breaking news to live events, the Business Journal serves its readers by helping them grow their businesses, grow their careers and simplify their professional lives.

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.


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Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com