WPWealth, the wealth management affiliate of Fort Worth, Texas-based IPA 100 firm Whitley Penn (FY25 net revenue of $254.3 million), has added Optimus Capital Advisors, a Dallas-Fort Worth-based wealth management and financial planning firm. The combination is effective Sept. 1.
Optimus serves individuals, families and businesses across the U.S., providing investment management, retirement planning, education funding strategies and financial planning services.
“Joining WPWealth represents an exciting next chapter for Optimus Capital Advisors,” said John Gesek, founder and senior financial advisor of Optimus. “By combining our strengths, we are creating new opportunities for our clients and our team while preserving the values that have guided our firm from the beginning.”
Bryan McClune, partner at WPWealth, said, “They have strategically built a strong reputation for client service, thoughtful financial guidance and deep relationships within the communities they serve. This partnership strengthens our presence in the Dallas-Fort Worth market and brings together talented professionals who share our vision for growth.”
WPWealth is an SEC-registered investment advisor with locations in Fort Worth, Dallas, Houston, Austin and Plano, Texas.
