08.07.2024

Lora Hoff and team join Wealth Partners Alliance in Dallas

Dallas, TX - August 7, 2024 - Wealth Partners Alliance (WPA) is excited to announce that Lora Hoff, along with her team, has joined the Dallas group as a Wealth Advisor with a focus on providing comprehensive financial planning solutions tailored to the unique needs of business owners. Lora brings almost 30 years of industry experience to the firm including operating her own wealth management firm for the last 25 years.

"We are very excited to welcome Lora Hoff and her team to the firm,” said Managing Partner, Brittany Smith, “Her wealth of experience and passion for serving her clients is admirable and a great addition.”

Lora first entered the financial world in 1996 as a trust account specialist. She worked for two North American banking giants, managing the investment allocation and administration of retirement plans and trust established by multimillion-dollar corporation and families. This experience provided Lora with the unique opportunity to bring the tax and investment strategies utilized by Fortune 500 companies to her individual clients.

“As I thought about the future of my practice, and who I wanted to partner with, I decided to move forward with Wealth Partners Alliance and Concurrent because we wanted a better environment to support our clients and continue to grow without sacrificing service,” Lora said.  

As a University of Texas at Dallas graduate, Lora has strong ties to the Dallas community. She graduated with a Bachelor’s degree in Interdisciplinary Studies with a focus on Economics and Business. Additionally, Lora completed the CFP® program, attaining her certification from the University of North Texas. In 2021, Lora earned the Certified Private Wealth Advisor® certification. She also has been recognized numerous times as one of Dallas/Fort Worth’s Five Star Wealth Managers by Texas Monthly Magazine, in addition to the Wall Street Journal. Lora is also an active member of the Financial Planning Association and is on the DFW FPA Pro-Bono Committee.

“Lora, her team, and clients will all benefit from this move.  It has been a pleasure to get to know their practice,” John Saalfield, Managing Partner, said of her join, “The practice management tools, technology stack and added servicing capabilities will enhance her overall client experience.”

Lora Hoff’s addition further underscores Wealth Partners Alliance’s ongoing commitment to growth, expansion and to be the destination for both clients and advisors to experience the innovation in wealth management, and independent financial advice.

About Wealth Partners Alliance
Launched in 2019, by Wealth Management Advisors, WPA is an independent wealth management office with over $1.5BN Assets Under Management and $800MM in Institutional 401K Assets Under Advisement as of April 30, 2024.  Headquartered in Dallas, with an office in Houston, Texas WPA seeks to provide Wealth Advisors a quality investment platform along with practice management tools to deliver optimal results and experiences to their clients.