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Current company Wealth Partners Alliance
Financial Services · 38 employees · Founded 2019 · Dallas, Texas, United States
Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas. Founded by advisors, for their clients, WPA simplifies the full complexity of wealth - investment management, retirement planning, estate and legacy planning, tax strategy, and business succession - so our clients can focus on living their lives. As a True Fiduciary, WPA is legally and ethically required to put your interests first, always. Trusted, objective financial guidance from a team that is genuinely on your side of the table. Who We Serve- High Net Worth individuals and families - Corporate executive navigating equity compensation & retirement transitions - Business owners planning growth, succession, or exit strategies - Professionals seeking comprehensive financial planning & investment management What Sets WPA Apart- True Fiduciary standard. We work for you, not for a product shelf- Independent & Open-architecture across the universe of investment solutions - Named a D Magazine Top Wealth Manger, Dallas-Fort Worth, Texas - Listed in Dallas Business Journal Book of Lists of largest wealth management firms in North Texas seven consecutive years - Operating under Concurrent Investment Advisors, a top-ranked National SEC-Registered RIA - Alliance of Advisors, founded by Advisors with centuries of combined experience across all global and independent wealth management firms Multi-generational relationships built on trust, transparency, & long-term thinking Your wealth. Your Life. Your Legacy. Dallas: 97••••••00 | Houston: 34••••••35 | Austin: 51••••••70 wealthpartnersalliance.com Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.