OUR LATEST

We've Moved!

Dear Clients, Friends and Family, We’ve Moved! It is with great pleasure that we write to inform you that on June 1st, we opened our...

Lindsay Heyman Achieves 2020 Executive Council Membership with Raymond James Financial Services.

Congratulations to Lindsay Heyman of Wealth Partners Alliance for membership in Raymond James Financial Services 2020 Executive Council!...

Brittany Smith Named 2019 Top Woman Advisors by National Association of Plan Advisors

Congratulations to Brittany Smith of Wealth Partners Alliance for being named 2019 Top Woman Advisors by the National Association of Plan...

WPA In The News: Recruits $936 Million Dollar Wells Fargo Advisors Team to Launch in Dallas Market

Read our latest article on AdvisorHub. https://advisorhub.com/resources/concurrent-advisors-recruits-936-million-dollar-wells-fargo-advis...

Wealth Partners Alliance Launches

Friday, February 15, 2019 WPA Launches with first breakaway team from UBS, led by Founding Partners, John Saalfield, Rick Lima, and Vice...