Updated: Jun 12, 2021
Dallas, TX – June 11, 2021 - - Dallas based Wealth Partners Alliance (“WPA”) announces the addition of David Silva as its most recent Wealth Advisor. David joins as a Partner coming from his own independent practice, Silva Wealth Advisors.
David began his career as an Advisor in 2004 at Edward Jones Investments, where he remained until starting out on his own in 2013.
“Partnering with Wealth Partners Alliance allows me to continue to do the work that I love, and it offers me the opportunity to collaborate with other advisors on best practices while continuing the autonomy to grow my business and relationships in ways that create the most value to my clients,” concluded Silva.
“David is already independent, yet he saw the benefits of partnering with us,” said Founding Partner Brittany Smith. “Leveraging our networks and resources to enhance his client’s experiences is part of the value proposition of WPA.”
For over a decade, David has been helping clients manage their portfolios in constantly changing – and sometimes challenging – markets, enabling them to pursue their financial goals. He enjoys helping them put their financial lives in order today so they can have more options later, whether that includes retirement, college education for a child, or other acts of generosity.
“As an entrepreneur, David share’s our vision of the future and understands how together our clients and advisors all benefit as a collective group,” Founding Partner John Saalfield added. WPA believes this is a seminal moment of migration to independence in the wealth management industry where clients and advisors can be fully aligned.
About Wealth Partners Alliance
Launched in 2019, by Wealth Management Advisors, WPA is an independent wealth management office with $1BN Assets Under Management and $400MM in Institutional 401K Assets Under Advisement as of June 2021. Located in Dallas, Texas WPA seeks to provide Financial Advisors a quality investment platform along with practice management tools to deliver optimal results and experiences to their clients.
For more information on Wealth Partners Alliance, visit www.wealthpartnersalliance.com
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concurrent Advisors and Wealth Partners Alliance are not broker/dealers and is independent of Raymond James Financial Services.
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