Whitacre Wealth Management has partnered with LPL Financial for their investment clients. LPL Financial is an independent custodian and broker dealer that represents over 17,000 independent financial representatives with a total of over $958 Billion in total advisory & brokerage assets. Their mission and values are in alignment with those of Whitacre Wealth Management and put the client at the forefront. The research, analysts, compliance, and back office support helps enable Whitacre Wealth Management to spend more time with our clients.
Whitacre Wealth Management has partnered with Wynn Point Financial to bring our clients a wealth of knowledge and resources as part of a team approach to financial planning. Our team is designed to assist our clients with their planning.
Whitacre Wealth Management has partnered with Wynn Point Mortgage to provide guidance for our clients with their debt structure. We are able to review our client’s current debt structure as well as any potential purchases in the future to ensure that they are in a good financial position or if a refinance or other type of restructuring would be beneficial to their goals.