Tailored Services for Diverse Client Needs
Based in Fort Worth, Texas, we are a Registered Investment Advisor with the Securities and Exchange Commission. Our team of
Certified Financial Planners™ (CFP®), Certified Public Accountants (CPA), and other credentialed professionals distinguishes us by:
Focusing on Client Goals
We prioritize identifying and building personalized plans aimed at achieving your unique financial objectives.
Comprehensive Planning
We understand the power of comprehensive financial planning and its impact on long-term success.
Client Education
We are dedicated to educating our clients, helping them maintain a long-term perspective to achieve their goals.
Seamless Coordination
We coordinate seamlessly with tax professionals to provide integrated solutions.
Evidence-Based Investing
Our systematic approach to investing delivers a high probability of success.
Specialized Services
We offer specialized services tailored to meet the diverse needs of each client.
Our Story
WPWealth, headquartered in Fort Worth, Texas, has provided high-quality financial services for over 20 years. As a Registered Investment Advisor, we serve clients across Texas with a team of CFPs, CPAs, and other professionals. We specialize in goal-oriented planning, comprehensive strategies, client education, tax coordination, evidence-based investing, and specialized services tailored to individual needs.
The primary mission of WPWealth is to provide unmatched high-quality service, ensuring consistent improvement as the firm expands. We strive to achieve this mission by hiring top talent with detailed knowledge of wealth management, and continually innovating. WPWealth aims to be your most trusted advisor by anticipating financial changes and offering well-researched recommendations.
As the firm continues to grow and evolve, stay connected with our latest updates.
2000
WPWealth is Established
WPWealth was founded in 2000 by Thomas Rein, a now-retired partner at Whitley Penn, LLP.
2017
$500 Million AUM
The firm reaches the milestone of $500 million in assets under management (AUM).
2024
Acquisition of Dougherty Wealth Management + $1 Billion AUM
WPWealth welcomes Dougherty Wealth Management, enhancing client service and expertise in the Dallas-Fort Worth market. In addition, the firm reaches the milestone of $1 billion in assets under management (AUM).
Get to Know Our Advisors
Whether you are just embarking on your financial journey or have an established portfolio,
we strive to meet you where you're at and provide experienced, quality service.