11.08.2024

Wealth Partners Alliance Named a 2024 Top Wealth Manager by D Magazine

Wealth Partners Alliance is honored to announce that the firm has been selected as one of the Top Wealth Managers in the Dallas-Fort Worth area for 2024 by D Magazine. 

This recognition is a true testament of the hard work and dedication of our incredible team, as well as the trust and confidence our clients place in us every day.

Thank you to our clients, partners, and supporters for helping us achieve this milestone. We look forward to continuing to grow our footprint across Texas and becoming a top financial destination for both advisors and clients.

Pick up a copy of the November issue of D Magazine to see our full feature. 

Article Below:
In 2019, after decades at some of the world’s largest banks and wealth management firms, a team of Dallas-based financial advisors set out to build a different wealth management model—one rooted in independence. Wealth Partners Alliance (WPA) is dedicated to delivering exceptional financial outcomes for clients by empowering advisors with the resources, tools, and strategic partnerships they need to succeed. This independence allows them to offer personalized, high-quality service that is truly unparalleled in the industry.

The team at WPA prides themselves on forming genuine relationships built on trust and transparency. WPA’s advisors understand the complexities of wealth management and financial planning, working collaboratively to deliver customized solutions for each client's unique needs. Whether guiding clients through uncertain market conditions or building strategic plans for long-term success, their commitment is to deliver tailored strategies that help you achieve your financial objectives.

WPA’s innovative approach combines cutting-edge technology with a client-first mindset to ensure every interaction leads to exceptional outcomes. With offices in Dallas, Houston, and Austin, advisors are well-positioned to serve clients with the expertise and care they deserve, providing them with clear, actionable strategies for success.

WPA was not only founded on the principles of independence, but on the belief that a collaborative environment enables like-minded advisors to share insights, foster stronger partnerships, and achieve mutual growth. The firm prides itself on its culture of teamwork, where advisors can freely exchange ideas, tap into shared resources, and work together to enhance the client experience. By doing so, WPA empowers advisors to deliver higher-quality service, manage their practices more efficiently, and create long lasting value for their business.

“Dallas-Fort Worth knows success, and so does Wealth Partners Alliance,” says David McBee, managing partner “Together, we can build a future of financial security.”

Wealth Partners Alliance is more than just a wealth management firm; it’s a partner that understands industry complexities and the power of collaboration. With a strong commitment to advisors and clients, WPA sets a new standard for excellence, founded on independence, innovation, and shared success.  

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor.

For more details on this recognition, please see the full list published by D Magazine: Top Wealth Managers