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Lindsay Lambert and Carl Lambert join Wealth Partners Alliance as a team in the Houston office, bringing over two decades of expertise in corporate retirement planning and wealth management.
Lora Hoff joins Wealth Partners Alliance in Dallas, bringing over two decades of expertise in financial planning and wealth management.
Our Houston team had a blast at their recent client event - a lively pickleball tournament!
Dallas, TX - April 16, 2024 - Wealth Partners Alliance (WPA) announces Mark Wood as Director, Strategic Growth. With nearly four decades of experience in wealth management and financial services, Mark brings a deep understanding of advisor transition and recruitment development.
Houston, TX - April 12, 2024 - Wealth Partners Alliance (WPA) is thrilled to announce that Xavier Hawley has joined the Houston office as Wealth Advisor with a focus on serving international clientele. Xavier brings a career spanning 35 years of industry experience to the wealth management firm.
Managing Partner, David McBee, interviewed by InvestmentNews to share his perspective on the current state of the private client and advisor relationship.
Wealth Partners Alliance participated in the CAIS Live Alternative Investments Conference in Dallas.
Women’s History Month Q&A with Brittany Smith, Managing Partner at Wealth Partners Alliance.
Founding Partner, David McBee recently moved his son into college at Auburn University. Like many of us sending our children off for the...
Dallas, TX – July 17, 2023 - Wealth Partners Alliance (“WPA”) is delighted to announce the addition of Rodd Newhouse as a Partner and...