$1.1B AUM | $10MM GDC in
Dallas, TX

I am one of the founding partners of Wealth Partners Alliance, a Dallas based firm. I hope you will consider me and my team as you explore options for your practice.

Built by veteran wirehouse advisors, each with over 20 years experience, WPA maintains a business model to help wirehouse advisors organize the countless transition commitments and seamlessly transition to independence or find a more favorable offer to sell thier business due to the higher valuaton attained by such a large collection of advisors. For advisors that come to conclusion that independence is their goal - teaming with us builds efficiencies and structure to their business allowing for a succsesful and predictable transition and a more efficient and successful practice and career. We help any advisor looking to grow their business by working in a team-based environment that is changing the way we all think about this business, in every aspect, including referrals, practice synergy, modern working environments and business valuation. Time intensive and cost-inefficient business administration items, such as lease, rent, payroll and benefits are managed so that advisors can focus on practice management and growth while still maintaining their voice and ultimately their practice independence. For advisors looking to retire, we promote a different way of looking at transition. We have a multi-step plan to assist in practice organization, client transition and an advisor exit that results in a higher multiple and a more attractive financial package than a standard practice sale. We look forward to talking.