In 2000, the partners of Whitley Penn decided to expand their services by offering clients a comprehensive wealth management program that includes: Asset Management, Estate Planning, Financial Planning, Insurance Services, and Qualified Retirement Plans. In response to changes in regulations governing these types of services, Whitley Penn embarked on the mission of developing world-class wealth management to clients as an alternative to the current options available in the marketplace. The firm placed the client as the focal point of the wealth management process and let the client’s goals and objectives dictate all the related investment decisions. The unique approach benefits the product focused delivery options available in the industry. Tom Rein, CPA one of the firm’s partners, took the lead on building what has become a genuinely value-driven service to our clients.
The primary mission of Whitley Penn and 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
The presence of ethics and integrity in every area of wealth management are critical. Our oath to professional ethics is the foundation for everything we do. From the way we serve our clients to the manner in which we run our company, we conduct all of our affairs with the utmost virtue.
For a more thorough look at our core values, please review our Code of Conduct.