Bill Weston is a Partner at WPWealth, where he manages his practice and helps clients optimize their investment, insurance, tax, retirement, and estate plans. He also heads the investments committee and leads the firm’s quarterly market updates.

Bill is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 66 license as an Investment Advisor Representative, along with a Group 1 license from the Texas Department of Insurance. His previous role as a planning and investment consultant for an institutional investment manager has equipped him with extensive expertise in financial planning and investment strategies.

Bill’s investment approach is rooted in a thorough analysis of market trends and a commitment to risk management. He emphasizes a diversified portfolio tailored to each client’s unique financial goals and risk tolerance. By staying informed on global economic developments and leveraging a mix of asset classes, Bill aims to maximize returns while mitigating potential risks.

Bill earned his B.A. in economics from the University of Texas at Austin. In addition to his professional responsibilities, Bill serves on the University of Texas at Austin Economic Alumni Committee and is a member of Leadership Fort Worth’s Class of 2024. He resides in Fort Worth with his wife and three children and enjoys staying active with family activities.