At WPA Family Office, we offer personalized solutions that align with your unique goals. 🌈 Our team creates customized plans to meet all your needs. 📝 We work as true fiduciaries, always putting your interests first. 💡 With us, you gain access to the best resources and technology for managing your wealth. #PersonalizedSolutions #Fiduciary #WealthManagement #TailoredApproach #FinancialPlanning #Technology #Transparency #Trust
WPA Family Office & Private Wealth LLC
Investment Management
Dallas, TX 582 followers
An independent boutique firm founded by wealth advisors who simplify life while managing your financial needs.
About us
An independent boutique firm founded by wealth advisors with over 25 years of experience in the industry who simplify life while managing your financial needs. We provide financial solutions to high net-worth clients through a personalized and comprehensive family office.
- Website
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http://www.wpafamilyoffice.com
External link for WPA Family Office & Private Wealth LLC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Dallas, TX
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Wealth Management, Investment Management, Financial Planning, Family Office Services, and Independent Boutique Firm
Locations
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Primary
12240 Inwood Road
Suite 230
Dallas, TX 75244, US
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5121 N Central Ave
Phoenix, Arizona 85012, US
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5 Cowboys Way
Suite 300
Frisco, Texas 75034, US
Employees at WPA Family Office & Private Wealth LLC
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Tyler Beeson, CFP, CIMA, CPWA, MBA
Founding Partner at WPA Family Office & Private Wealth, LLC. Private Wealth Management, Investment Management, Family Office, Financial Planning, Tax…
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Timothy Dwyer, CPA
Finance & Accounting Director
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Lindsay Ilizaliturri
Dedicated and energetic salesperson with 14 years sales, marketing, compliance and business relationships with proven results. Looking to grow…
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Sarah Fitzgerald
Accountant at The Family Office, LLC
Updates
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Philanthropy is an important part of many family office missions. 💖 At WPA Family Office, we help you develop a charitable strategy that reflects your values and goals. 🌟 From creating foundations to managing donations, we ensure effective use of your resources for the benefit of society. #Philanthropy #Charity #FamilyOffice #Mission #Values #Strategy #CharitableFoundations #SocialGood
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At WPA Family Office, we understand that you have questions. Here are some of the most frequently asked questions and our answers. 🌟 #FAQ #WealthManagement #FamilyOffice #FinancialPlanning #InvestmentManagement #Fiduciary #ClientFirst #FinancialJourney
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With offices in Dallas, Frisco, and Scottsdale, WPA Family Office offers premier wealth management services to high-net-worth individuals and families across the U.S. and in developed countries worldwide. Our team leverages local expertise and global insights to provide you with the best financial solutions. 🌍💼 Join us for a tailored wealth management experience. #GlobalWealthManagement #LocalExpertise #HighNetWorth #FinancialPlanning #InvestmentManagement #DallasFinance #Fiduciary #BoutiqueFirm
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WPA Family Office & Private Wealth LLC reposted this
https://lnkd.in/gxQHmNeW Equities: Broadly, large cap and growth outperformed small cap and value during the month. Artificial Intelligence hype continued to benefit mega cap names in the U.S., while other developed markets lagged on diverging central bank policies and mixed economic results. “Risk-on” sentiment also benefitted emerging markets broadly. Positive economic data helped fuel the “Risk-on” sentiment in June and the S&P 500 closed the month at a record high. Concentration outperformed at the top of the index with the “magnificent seven” comprising over 30% of the index. Cyclicals lagged amid the growth rally. (+) U.S. markets were mixed in June. Concentrated leadership and hype around artificial intelligence benefitted large cap while small cap declined. (-) International developed markets were negative on increased volatility from divergent central bank policies and election-related risks. (+) Emerging markets increased on positive returns in India due to expected rate cuts and optimism around economic growth. Fixed Income: Interest rates fell across the U.S. yield curve during June. Markets continue to grapple with Federal Reserve language around the direction of rates amid disinflationary progress. Corporate spread areas outperformed similar duration Treasuries in the period. A resilient economic backdrop and strong consumer have provided support for non-government sectors. Currency return had a negative impact on non-U.S. debt in June (+) Despite continued volatility, fixed income markets posted positive returns as rates fell slightly during the month. (+) High yield corporate bonds had a positive return on the back of tightening credit spreads. (+) Non-U.S. debt had a modestly positive return amid mixed rate environments and a strengthening U.S. Dollar. Real Asset/Alternatives: Energy rose in June on rising oil demand and subsequently increasing prices. Other commodity sectors fell during June. Agriculture was impacted by negative pressure in the grains and cocoa markets, while industrial metals fell on declining demand for copper. REITs posted a gain in June with nearly all sectors posting positive results. Residential and self-storage increased on growing rents while the lodging/resorts sector declined slightly on expected decreases in business and leisure travel. (+) REITs were positive during the month on expectations of declining rates. (-) Commodity markets were broadly negative in June, with weakness across various underlying sub-components outside of energy. (+) Real assets modestly declined as falling commodity prices were offset by increasing real estate returns. #wealthpartnersalliance David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Rodd Newhouse, EJD, AWMA®, SE-AWMA® Garry Scheufler John Garcia David Silva Brandon L. Glasscock Mandy Haskell, CFP®, CDFA® Xavier Hawley Mike Peschel Concurrent
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At WPA Family Office, we focus on delivering sophisticated investment management and financial planning tailored to your unique needs. Our boutique firm, based in Dallas with offices in Frisco and Scottsdale, provides superior client service and best-in-class technology. Our fee-only model ensures no conflicts of interest, so your wealth is in the best hands. 🌟💼 Let's make your financial life simpler and more rewarding. #WealthManagement #FinancialPlanning #BoutiqueFirm #ClientFocused #InvestmentStrategies #HighNetWorth #FinancialFreedom #DallasWealthManagement
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At WPA Family Office, we understand that you may have questions about our services and how we can help you achieve your financial goals. Here are some of our most frequently asked questions and their answers: Q: What services do you offer? A: We provide a comprehensive range of services, including investment management, financial planning, and family office solutions. Our investment management focuses on personalized strategies to grow and protect your wealth. Financial planning covers retirement planning, tax strategies, and estate planning. Our family office services include bill pay, concierge services, and multi-generational planning. Have more questions? Feel free to reach out! 📞📧 #WealthManagement #FinancialPlanning #InvestmentManagement #ClientFocused #HighNetWorth #FAQ #FinancialServices #BoutiqueFirm
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Discover practical financial planning tips and strategies from WPA Family Office to enhance your financial well-being. From retirement planning to tax optimization, our experts are here to guide you. Let us help you build a secure and prosperous future. 💡📚 Your financial freedom starts here. 1. Retirement Planning: Start saving early, diversify your portfolio, and review regularly. 💰📈 2. Tax Optimization: Use tax-advantaged accounts, track deductions, and consider tax-loss harvesting. 🧾🏦 3. Investment Strategies: Align investments with goals, rebalance periodically, and stay informed. 📊🔄 4. Estate Planning: Create a will, designate beneficiaries, and plan for estate taxes. 📜👨👩👧👦 Contact us today to start your journey toward financial freedom! 📞📧 #FinancialPlanning #WealthManagement #FinancialTips #RetirementPlanning #TaxOptimization #HighNetWorth #DallasFinance #Fiduciary
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As a fee-only RIA boutique firm, WPA Family Office provides advice that is always in your best interest. Our transparent and integrity-driven approach ensures that your financial success is our top priority. We are committed to delivering the highest level of service without any conflicts of interest. 🤝📊 Trust us to guide your financial journey with honesty and expertise. #FeeOnly #NoConflictsOfInterest #Fiduciary #WealthManagement #ClientFocused #InvestmentAdvice #HighNetWorth #DallasFinance
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WPA Family Office & Private Wealth LLC reposted this
This 4th of July, as we celebrate our nation’s freedom, let’s also embrace the spirit of independence in our professional lives. For financial advisors, this means having the freedom to build relationships and manage your business the way you see fit. At Wealth Partners Alliance, our independence allows us to truly value original thinking, objective advice, and customized solutions, creating an environment of freedom where entrepreneurial advisors can act in the best interest of their clients. This Independence Day, reflect on what it means to declare more independence in your professional career. Join us in building a future where sustainable success and personalized service go hand in hand. Please visit the link below to learn more. https://lnkd.in/grRgPKZs Wishing everyone a happy and safe Independence Day! . . . #IndependenceDay #WealthManagement #WealthPartnersAlliance #IndependentFinancialAdvice #PoweredbyConcurrent David A. McBee, Jr. AIF®Brittany Smith, AIF®John Saalfield Rodd Newhouse, EJD, AWMA®, SE-AWMA® Mike Peschel Rick Lima Garry Scheufler John Garcia David Silva Brandon L. Glasscock Mandy Haskell, CFP®, CDFA® Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Concurrent Courtney Tate Courtney Andring Gabbriella Ampel Sara DiCamillo Ferrell Tia Woolfolk Robin Ankeny Kristin Weale
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