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Catch up on the latest news about our firm and network of advisors — along with our insights about what’s happening in the markets.

ALLIANCE NEWS

Aug 30, 2024

Lindsay Lambert and Carl Lambert Join Wealth Partners Alliance as a Team In the Houston Office

Lindsay Lambert and Carl Lambert Join Wealth Partners Alliance as a Team In the Houston Office

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.

Aug 07, 2024

Lora Hoff and team join Wealth Partners Alliance in Dallas

Lora Hoff and team join Wealth Partners Alliance in Dallas

Lora Hoff joins Wealth Partners Alliance in Dallas, bringing over two decades of expertise in financial planning and wealth management.

Jun 26, 2024

Pickleball Fun With the Houston Team!

Pickleball Fun With the Houston Team!

Our Houston team had a blast at their recent client event - a lively pickleball tournament!

Apr 16, 2024

Mark Wood joins Wealth Partners Alliance to spearhead expansion

Mark Wood joins Wealth Partners Alliance to spearhead expansion

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.

Apr 12, 2024

Xavier Hawley joins Wealth Partners Alliance in Houston office, bringing three decades of expertise in international clientele

Xavier Hawley joins Wealth Partners Alliance in Houston office, bringing three decades of expertise in international clientele

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.

Mar 21, 2024

Managing Partner, David McBee, Interview with InvestmentNews

Managing Partner, David McBee, Interview with InvestmentNews

Managing Partner, David McBee, interviewed by InvestmentNews to share his perspective on the current state of the private client and advisor relationship.

Mar 21, 2024

Wealth Partners Alliance participated in the CAIS Live Alternative Investments Conference in Dallas

Wealth Partners Alliance participated in the CAIS Live Alternative Investments Conference in Dallas

Wealth Partners Alliance participated in the CAIS Live Alternative Investments Conference in Dallas.

Mar 19, 2024

Women’s History Month Q&A with Brittany Smith, Managing Partner

Women’s History Month Q&A with Brittany Smith, Managing Partner

Women’s History Month Q&A with Brittany Smith, Managing Partner at Wealth Partners Alliance.

Aug 31, 2023

Off to College!

Off to College!

Founding Partner, David McBee recently moved his son into college at Auburn University. Like many of us sending our children off for the...

Jul 17, 2023

Rodd Newhouse, wealth manager specializing in sports & entertainment, partners with WPA

Rodd Newhouse, wealth manager specializing in sports & entertainment, partners with WPA

Dallas, TX – July 17, 2023 - Wealth Partners Alliance (“WPA”) is delighted to announce the addition of Rodd Newhouse as a Partner and...

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