About Us

WPWealth has offered high-quality financial services to a wide range of clients for more than 20 years. Headquartered in Fort Worth, Texas, we are a Registered Investment Advisor with the Securities and Exchange Commission that serves clients all throughout Texas.  Our team of Certified Financial Planners ™ (CFP®), Certified Public Accountants (CPA), along with other credentialed professionals, sets us apart by:

Focusing on identifying and building a plan aimed at achieving client goals

Understanding the power of comprehensive planning

Educating clients to maintain a long-term horizon to accomplishing goals

Coordinating seamless solutions with tax professionals

Delivering a high probability of success through a systematic evidence-based approach to investing

Offering specialized service to meet each client’s various needs

“Serving as a fiduciary for our clients is the most satisfying work a professional can perform.”

Bill Weston and Shane Miller, Partners

Our Mission

The primary mission of WPWealth – from its inception to today – has been to provide an unmatched level of high-quality service to our clients. Focusing on this mission ensures consistent improvement as our firm continues to expand, diversify and grow its clients, services, and professionals. We accomplish this mission in three ways:

Hiring the best of the best

Having a detailed knowledge of the intricate business of wealth management and investing

Continually innovating to refine our practice

A firm commitment to our mission allows the professionals at WPWealth to provide unparalleled service to our clients. We work to be our clients’ most trusted advisor by anticipating changes in the financial environment and providing solid recommendations based on comprehensive research.