Founded by Advisors, Built for Advisors
founded by financial advisors and designed specifically for financial advisors. Our singular objective is to provide the technology, resources, and strategic partnerships to empower our advisors to deliver exceptional service. Working under Concurrent Advisors RIA, this allows us to be one of the top wealth management firms committed to helping clients pursue the financial outcomes they desire.
Assets Under Management
Assets Under Advisement
As a private wealth management company, WPA offers quality wealth platform and an open architecture environment, meaning:
We are not limited in accessing the best technology, investment solutions and practice management tools.
We have deep and diverse relationships across the financial services industry, which serve our advisors and their clients through the benefits of scale, variety, and expertise.
We enhance the advantages of this business framework with a culture that promotes original thinking, assures transparency, and honors discretion on behalf of the clients who entrust their wealth to our advisors.
The unique value proposition of WPA is found in how we provide service-oriented, entrepreneurial advisors with the shared resources, cutting edge tools and collaborative culture necessary to diagnose and solve for their clients' complex and challenging needs.