Fort Worth, TX (September 21, 2026)
WPWealth is pleased to welcome Todd Williams to the firm as a senior manager. As a CERTIFIED FINANCIAL PLANNER™, Williams brings nearly two decades of experience helping individuals, families, business owners, and executives make informed financial decisions and pursue their long-term goals. His addition is a continuation of the firm’s strategic growth, following its recent acquisition of Optimus Capital Advisors.
“Our clients deserve advisors who understand not only their financial picture, but also the goals, priorities, and purpose shaping their decisions,” said Bryan McClune, Partner at WPWealth. “Todd embodies that approach, and his addition strengthens our ability to serve clients with the personalized attention they deserve.”
Williams specializes in comprehensive financial planning, investment management, retirement planning, wealth transfer strategies, and multigenerational wealth preservation. Known for his relationship-driven approach, he helps clients navigate complex financial matters with clarity and confidence.
By collaborating closely with clients and their trusted advisors, Williams develops integrated strategies that align investment, tax, estate, and legacy planning objectives. His commitment to personalized service, thoughtful guidance, and long-term relationships allows him to serve as a trusted resource throughout every stage of a client’s financial journey.
Williams earned his Bachelor of Business Administration in Finance from Texas A&M University and completed the CFP® Certification Program at Rice University.
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.