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  • About Us
    • Press
    • Our Team
    • Locations
  • Services
    • Investments
    • Estate Planning
    • Financial Planning
    • Insurance Services
    • Qualified Retirement Plans
  • Resources
    • Brochures
    • Insights
    • Market Reviews
    • Podcast
  • Contact
  • Client Login
    • Client Portal
    • Your Financial Plan
Press Releases
Bill Weston Joins WPWealth Partnership

WPWealth Welcomes Bill Weston to Partnership

January 2023

WPWealth named to Accounting Today's 2022 Top Firms

WPWealth Named to Accounting Today’s 2022 “Top Firms by Assets Under Management” List

June 2022

WPWealth Matt Magee Certified Financial Planner

Matt Magee Passes CERTIFIED FINANCIAL PLANNER® Exam

May 2022

Chris Manross joins WPWealth

WPWealth Welcomes Chris Manross

April 2022

WPWealth Promotes Rebecca Sierp to Director

WPWealth Promotes Rebecca Sierp to Director

January 2022

WPWealth Ranks in Financial Advisor's Annual Rankings

WPWealth Ranks in Financial Advisor’s Annual Registered Investment Adviser Rankings

August 2021

shane miller named to 2021 40 under 40 list

Shane Miller Named to the 2021 Fort Worth Business Press 40 Under Forty List

June 2021

WPWealth named to Top Firms by Assets under management

WPWealth Named to Accounting Today’s 2021 “Top Firms by Assets Under Management” List

June 2021

Brandon Russ Certified Financial Planner

Brandon Russ Passes CERTIFIED FINANCIAL PLANNER™ Exam

March 2021

Whitley Penn Talks Financial Literacy Podcast

WPWealth Releases Financial Literacy Podcast Series Through Whitley Penn Talks

February 2021

Shane Miller Named as Executive Committee Member for LLS

Shane Miller Named Executive Committee Member for Leukemia and Lymphoma Society

February 2021

WPWealth Announces New Promotions

WPWealth Announces Promotions

January 2021

community outreach podcast series announced

WPWealth Releases Community Outreach Podcast Series Through Whitley Penn Talks

October 2020

WPWealth named to Houston Business Journal Largest Firms

WPWealth Named to Houston Business Journal’s Largest Houston-Area Wealth Management Firms List

August 2020

WPWealth named to Accounting Today's 2020 Top Firms

WPWealth Named to Accounting Today’s 2020 “Top Firms by Assets Under Management” List

August 2020

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