10.02.2024

Wealth Partners Alliance expands into Austin market with the addition of Wealth Advisor, Michael Voltin

Austin, TX - October 2, 2024 - Wealth Partners Alliance (WPA) is thrilled to announce that Michael Voltin has joined the firm, launching a new office in Austin, Texas. Michael brings over 11 years of experience in the financial services industry. This expansion into Austin marks an important milestone for WPA as the firm continues to broaden its footprint across Texas and provide premier financial advisory services in one of the fastest-growing markets in the country.
                                                                                          
“We couldn’t be happier to welcome Michael to the team and have him spearhead WPA’s expansion into the Austin market,” said WPA Dallas Managing Partner, John Saalfield. “Michael is the perfect addition to the firm, and we are confident in his future growth and WPA’s continued success. Austin’s vibrant business community and dynamic economy make it an ideal location for our growth, and we look forward to the opportunities this move will bring for both Michael and the firm.”

Michael is a seasoned Wealth Manager with over 11 years of experience in the financial services industry, working with families, corporate executives, and business owners. He combines his expertise with a personalized approach to help clients achieve their financial goals. With a deep understanding of complex financial landscapes, Michael offers tailored strategies across investment management, tax-efficient strategies, retirement planning and estate planning. He is dedicated to building long-term relationships based on trust and transparency, ensuring that each client’s unique needs and aspirations are prioritized.

Prior to joining WPA, Michael spent over 6 years at Merrill Lynch as a Wealth Management Advisor and Assistant Vice President. He began his career at AXA Advisors in 2013, where he worked as a Financial Advisor for 5 years, laying the foundation for his career in financial planning and wealth management.

Michael Voltin holds multiple different designations, solidifying his reputation as a trusted advisor in the industry. He is a Certified Financial Planner (CFP®), a Certified Private Wealth Advisor (CPWA®).

“I made the decision to join Wealth Partners Alliance along with the Concurrent partnership, because it is the right place with the right partners and resources to support me.” Michael continues, “I am happy for this opportunity for my clients to enhance their financial objectives. I am excited about the customized opportunities and service I will now be able to provide my clients.”

“WPA’s collaborative culture, along with its commitment to innovation and client-centric solutions, aligns perfectly with my values as an advisor,” Michael added.

The addition of Michael Voltin 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 $2.1BN Assets Under Management and $800MM in Institutional 401K Assets Under Advisement as of October 2, 2024.  Headquartered in Dallas, with offices in Houston and Austin, WPA seeks to provide Wealth Advisors a quality investment platform along with practice management tools to deliver optimal results and experiences to their clients.