Wealth Partners Alliance

Shout out to Wealth Partners Alliance Managing Partner Mandy Haskell, CFP®, CDFA® . She was recently featured by Financial Planning Association (FPA) for her role as 2024 Women's Group Director in the Houston market. Mandy is passionate advocate for the advancement of women in the wealth management and financial planning industry. Thank you for your dedication, contribution and mentorship! https://lnkd.in/epKNVQH . . . #wealthpartnersalliance #financialindependence #womeninfinance Brandon L. Glasscock Mandy Haskell, CFP®, CDFA® David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Mike Peschel Rodd Newhouse, EJD, AWMA®, SE-AWMA® Garry Scheufler John Garcia David Silva Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Courtney Tate Tia Woolfolk Kristin Weale Sara DiCamillo Ferrell Concurrent Robin Ankeny Lora Hoff Mackenzie Jenkins Josh Hoff

Wealth Partners Alliance is thrilled to announce that Lindsay Lambert and Carl Lambert have joined our Houston office with a focus on corporate retirement planning and wealth planning for individuals and employees. They are joined by their Client Service Associate, Fran Radford Levy.                                                                                “We are delighted to add Lindsay, Carl, and Fran to the team,” said WPA Houston’s Managing Partner, Mandy Haskell, CFP®, CDFA®. “Their extensive experience in the corporate retirement planning world, coupled with their deep understanding of client needs, is a tremendous asset to our firm. Lindsay and Carl bring a wealth of knowledge and a proven track record of building strong client relationships, which will enhance our ability to provide exceptional service and innovative solutions to clients.”   Specializing in the world of corporate retirement planning, Lindsay Lambert is dedicated to leveraging her expertise to assist businesses in tailoring their retirement benefits to align with their unique objectives and ensure the financial well-being of their employees. Lindsay brings with her an impressive multi-decade career with industry giants such as Morgan Stanley and UBS. Prior to joining WPA, Lindsay held the role of Senior Vice President – Financial Advisor, Corporate Retirement Director at RBC Wealth Management. In this capacity, she provided invaluable guidance and strategic planning to numerous corporate clients, solidifying her reputation as a trusted advisor in the field. Carl Lambert specializes in serving as a fiduciary for corporate retirement plans, helping individuals generate and preserve wealth, and guiding them through retirement and legacy planning. His comprehensive approach ensures clients receive personalized strategies tailored to their unique financial goals and needs. Prior to joining WPA, Carl was a Senior Vice President – Financial Advisor Corporate Retirement Director at RBC Wealth Management with a distinguished career spanning several decades, Carl brings a wealth of expertise to the team.   “We made the decision to join Wealth Partners Alliance and the Concurrent team because they were founded by advisors who genuinely understand the current fiduciary landscape and all that it takes to maintain and grow your business” says Lindsay Lambert. “Our family built our business one phone call at a time, and Concurrent + WPA understand the foundation of our relationships. They recognize and respect our ownership in the business, which was a crucial factor in our decision.”   Continue reading here: https://lnkd.in/gXW4HGHQ . . . #wealthpartnersalliance #poweredbyconcurrent David A. McBee, Jr. AIF®Brandon L. Glasscock Mandy Haskell, CFP®, CDFA®Sara DiCamillo Ferrell Concurrent Brittany Smith, AIF® John Saalfield Concurrent

What should financial advisors considering transitioning to an independent RIA know about Concurrent? David A. McBee, Jr. AIF® of Wealth Partners Alliance offers a little snapshot of his firm’s journey and the tools, network of peers, and culture of collaboration they enjoy as a Concurrent partner.

Helping our clients achieve their wealth management and life goals inspires us to reach new heights. WPA Founding Partner, Mike Mikeska, recently summited seven 14,000-foot peaks and one 13,000-foot peak during an eight-day adventure in Colorado. Joined by good friends and clients Doug Hazelbaker and Shawn Grisham for three of the climbs, Mike completed the remaining four with his son, Jack Mikeska, and even tackled one solo. Congratulations, Mike, on this incredible achievement! . . . #wealthpartnersalliance #independentfinancialadvice #poweredbyconcurrent David A. McBee, Jr. AIF® John Saalfield Brittany Smith, AIF®Mike Peschel Rick Lima Garry Scheufler John Garcia David Silva Rodd Newhouse, EJD, AWMA®, SE-AWMA® Lora Hoff Mandy Haskell, CFP®, CDFA® Brandon L. Glasscock Xavier Hawley Courtney Tate Courtney Andring Gabbriella Ampel Tia Woolfolk Robin Ankeny Sara DiCamillo Ferrell Kristin Weale Mackenzie Jenkins Concurrent

Celebrating the First Day(s) of School and the Last First Day of School for our Wealth Partners Alliance Highland Park High School Seniors. Hoping everyone is off to a strong start with an abundance of learning this year . . #wealthpartnersaliance #firstdayofschool #lastfirstdayofschool #independentfinancialadvice Concurrent David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Garry Scheufler Rodd Newhouse, EJD, AWMA®, SE-AWMA® John Garcia David Silva Robin Ankeny Tia Woolfolk Courtney Tate Gabbriella Ampel Mike Peschel Lora Hoff Mackenzie Jenkins Mandy Haskell, CFP®, CDFA® Brandon L. Glasscock Sara DiCamillo Ferrell Xavier Hawley Kristin Weale

Equities: The Mag 7 and other AI-related stocks took a step back in July. Uncertainty surrounding earnings and increased capex related to AI weighed on optimism. The Mag 7, on average, declined 0.6% in July, negatively impacting the technology and communication services sectors within the S&P 500. Lower interest rates and expectations of a September Fed rate cut created renewed optimism around small cap and value equities. The concentrated domestic large cap indices lagged on growing uncertainty around upcoming earnings season. International equities modestly edged out domestic large cap. Fixed Income Interest rates moved lower across the curve during July following a favorable June CPI report which was released mid-month. Pricing in futures markets signal a high likelihood of an initial rate cut in September. Lower interest rates were a boon for fixed income assets during July. Non-government sectors such as corporate bonds and mortgages performed well. Non-U.S. debt was boosted by a falling U.S. dollar. Real Asset/Alternatives Commodity markets struggled in July, with all but the precious metals sub-component posting negative returns. Supply and demand dynamics have weighed on oil prices recently but rising tensions in the Middle East create uncertainty. Precious metals rose early on but eased modestly following the softer inflation report mid-month. July was a strong month for REITs as markets reversed course from earlier in the year. Easing interest rates and expectations for the Fed to start cutting its policy rate this fall was the driving factor in the rally. Data centers struggled as the AI craze was subdued modestly in July and the specialty sub-sector remains the standout year-to-date. To read more visit https://lnkd.in/gtmbpncx #wealthpartnersalliance #poweredbyconcurrent #independentfinancialadvice Wealth Partners Alliance Concurrent David A. McBee, Jr. AIF®Brittany Smith, AIF® John Saalfield Rick Lima Mike Peschel Rodd Newhouse, EJD, AWMA®, SE-AWMA® Garry Scheufler John Garcia David Silva Lora Hoff Brandon L. Glasscock Mandy Haskell, CFP®, CDFA® Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA

Wealth Partners Alliance is thrilled to announce that Lora Hoff, along with her team, has joined the Dallas group as a Wealth Advisor with a focus on providing comprehensive financial planning solutions tailored to the unique needs of business owners. Lora brings almost 30 years of industry experience to the firm including operating her own wealth management firm for the last 25 years. “We are very excited to welcome Lora Hoff and her team to the firm,” said Managing Partner, Brittany Smith, “Her wealth of experience and passion for serving her clients is admirable and a great addition.” Lora first entered the financial world in 1996 as a trust account specialist. She worked for two North American banking giants, managing the investment allocation and administration of retirement plans and trust established by multimillion-dollar corporation and families. This experience provided Lora with the unique opportunity to bring the tax and investment strategies utilized by Fortune 500 companies to her individual clients.   “As I thought about the future of my practice, and who I wanted to partner with, I decided to move forward with Wealth Partners Alliance and Concurrent because we wanted a better environment to support our clients and continue to grow without sacrificing service,” Lora said.     As a University of Texas at Dallas graduate, Lora has strong ties to the Dallas community. She graduated with a Bachelor’s degree in Interdisciplinary Studies with a focus on Economics and Business. Additionally, Lora completed the CFP® program, attaining her certification from the University of North Texas. In 2021, Lora earned the Certified Private Wealth Advisor® certification. She also has been recognized numerous times as one of Dallas/Fort Worth’s Five Star Wealth Managers by Texas Monthly Magazine, in addition to the Wall Street Journal. Lora is also an active member of the Financial Planning Association and is on the DFW FPA Pro-Bono Committee. “Lora, her team, and clients will all benefit from this move. It has been a pleasure to get to know their practice,” John Saalfield, Managing Partner, said of her join, “The practice management tools, technology stack and added servicing capabilities will enhance her overall client experience.” Lora Hoff’s addition further underscores Wealth Partners Alliance’s ongoing commitment to growth, expansion and to be the destination for both clients and advisors to experience the innovation in wealth management, and independent financial advice. Learn more about Lora here: https://lnkd.in/g5hQGK68 . . . #WealthPartnersAlliance #IndependentWealthManagement #PoweredbyConcurrent Lora Hoff Josh Hoff Mackenzie Jenkins David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Mike Peschel Rick Lima Garry Scheufler David Silva Rodd Newhouse, EJD, AWMA®, SE-AWMA®John Garcia Brandon L. Glasscock Mandy Haskell, CFP®, CDFA®

Did you know that we're on Instagram too? Follow us @friendsofwpa for valuable insights, additional content, and a behind-the-scenes look at Wealth Partners Alliance. Join our community and stay connected! #WealthPartnersAlliance #IndependentFinancialAdvice #PoweredbyConcurrent David A. McBee, Jr. AIF® Mike Peschel Brittany Smith, AIF® John Saalfield Rick Lima Garry Scheufler John Garcia Rodd Newhouse, EJD, AWMA®, SE-AWMA® Mandy Haskell, CFP®, CDFA® Brandon L. Glasscock Xavier Hawley Courtney Tate Courtney Andring Gabbriella Ampel Tia Woolfolk Sara DiCamillo Ferrell Kristin Weale Concurrent Tyler Beeson, CFP, CIMA, CPWA, MBA

It was a great summer with Marshall Whitaker as our Wealth Partners Alliance intern. Marshall is a rising Junior at the Texas McCombs School of Business, who made a significant impact on our team. While his main focus was on portfolio analysis, research and model construction, he also took a deep dive understanding and enhancing our internal processes including planning, investment management, and client servicing. Thank you for your hard work, enthusiasm and contribution you made during your time with us (including winning the WPA summer pickleball challenge)! We all look forward to your future and the success you no doubt will achieve. https://lnkd.in/epKNVQH . . . #wealthpartnersalliance #summerinterns #independentfinancialadvice #poweredbyconcurrent David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rodd Newhouse, EJD, AWMA®, SE-AWMA® Garry Scheufler John Garcia Rick Lima David Silva Mike Peschel Mandy Haskell, CFP®, CDFA® Brandon L. Glasscock Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Concurrent Tia Woolfolk Courtney Tate Robin Ankeny Kristin Weale Sara DiCamillo Ferrell Gabbriella Ampel

Happy WPA Wednesday! Please join us at 1pm CST for our second call in our webinar series in collaboration with CAIS. Today we will have panelists from both Carlyle and AMG Pantheon covering Private Equity and Private Credit. Please register with the link below to receive a Zoom invitation. We look forward to having you on the call! #WealthPartnersAlliance #PrivateEquity #PrivateCredit #WPAWednesday #CAIS #WebinarSeries