In 2000, the partners of Whitley Penn made the decision to expand their services by offering clients a comprehensive wealth management program that includes: Asset Management, Estate Planning, Financial Planning, Insurance Services, and Qualified Retirement Plans. In response to changes in regulations governing these types of services, Whitley Penn embarked on the mission of developing world class wealth management to clients as an alternative to the current options available in the market place. The firm placed the client as the focal point of the wealth management process and let all the investment related decisions be dictated by the client’s goals and objectives. This was truly a unique approach from the product focused delivery options available in the industry. Tom Rein, CPA one of the firm’s partners, took the lead on building what has become a truly value driven service to our clients.
The primary mission of Whitley Penn and Whitley Penn Financial – from its inception to today – has been to provide an unmatched level of high quality service to our clients. Focusing on this mission ensures consistent improvement as our firm continues to expand, diversify and grow its clients, services, and professionals. This is accomplished in three ways:
- Hiring the best of the best
- Having a detailed knowledge of the intricate business of wealth management and investing
- Constantly innovating to refine our practice
The presence of ethics and integrity in every area of wealth management are critical. Our oath to professional ethics is the foundation for everything we do. From the way we serve our clients to the manner in which we run our company, our affairs are conducted with the utmost virtue.
For a more thorough look at our core values, please review our Code of Conduct.