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Wealth Partners Alliance's Courtney Andring wins "Branch Professional of the Year." Selected by her peers across the entire Concurrent national network (49 offices and 24 states), this award demonstrates her elevated impact not only on WPA, but across the national network of advisors and associates. Courtney is a leader within the firm and an advocate for our clients. She excels at training and assists advisors and associates in their successful adoption and implementation of platform technology and CRM. Congratulations and thank you for representing the best of what the WPA and Concurrent partnership are all about.

Brittany Smith and Tia Woolfolk recently attended the 13th Annual State of the Markets panel discussion hosted by Texas Wall Street Women. Concurrent’s Chief Investment Strategist, Leah Bennett, CFA, was a featured speaker on the CIO Panel. Wealth Partners Alliance is thrilled to welcome Leah to Concurrent and are already seeing the impact of her insights and research. Her strategic perspective is elevating not only the work we do at Wealth Partners Alliance, but also delivering value across the broader Concurrent investor community.

Dallas, TX — January 17, 2025 - - Wealth Partners Alliance (WPA) proudly announces the addition Jerome Caulk, Jon Williams, and Thor Hoppess (Tutelas Financial) to the firm. Formerly with Ameriprise, this accomplished team brings decades of combined experience and expertise in financial planning, wealth preservation, and multi-generational family services to the firm.

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

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.

Houston, TX - August 30, 2024 - Wealth Partners Alliance (WPA) is happy to announce that Lindsay Lambert and Carl Lambert have joined the Houston team with a focus on corporate retirement planning and wealth planning for individuals and employees. They are joined by their Client Service Associate, Fran Levy.

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.

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...