History

In 2000, the partners of Whitley Penn made the decision to expand their service offering to clients by including comprehensive wealth management. 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 investment related decision 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.

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