Learn Our Latest

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...