04.30.2025

Wealth Partners Alliance attends Concurrent national conference in Chicago

Last week, Wealth Partners Alliance and Concurrent gathered for the annual national conference – this year in Chicago. It was our 7th conference. In the beginning, it was a handful of like-minded advisors looking for scale and collaboration to enhance their practices. Today with over 100 advisors in attendance and over 50 recruited advisors representing an additional $12BN in $AUM across the country, it is clear to see where the momentum is going in the independent wealth management and RIA space.

Partnerships matter. It's in our name. From the beginning, we have always been intentional about who we align and partner with. WPA has been deliberate to find those partnerships that would push us to think bigger and allow us to punch above our weight. We found a partnership in a newly formed firm - Concurrent. We saw a two-way partnership that we would both invest in and grow with for the collective benefit for our advisors and end clients. Together we could maximize our efficiencies and ensure we are rowing in the right direction for strength.

Since our launch, WPA is one of the fastest growing wealth management firms in Texas, strengthened not only through Concurrent, but through our other partnership and alliance with Merchant.

As our strategic and capital partner, Merchant, provides WPA and our advisors with a reliable source of funding for our long-term investments - equating to stable organic growth and acquisition.