Wealth Partners Alliance

Financial ServicesTexas, United States11-50 Employees

Wealth Partners Alliance is an independent fiduciary wealth management firm based in Texas, with offices in Dallas, Houston, and Austin. It offers integrated financial guidance across investment management, retirement planning, estate and legacy planning, tax strategy, and business succession to address the needs of clients with substantial wealth. All investment advisory services are provided through Concurrent Investment Advisors, LLC, an SEC-registered investment adviser.

Guided by a true fiduciary standard, WPA prioritizes clients' interests and provides objective, unbiased advice within an open-architecture approach to investments. The firm serves high-net-worth individuals and families, corporate executives navigating equity compensation and retirement transitions, business owners planning growth or exit strategies, and professionals seeking comprehensive financial planning. In 2024, WPA expanded into the Austin market, adding a wealth advisor to support the new footprint.

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