Effective Sept. 1, 2026, WPWealth welcomes Optimus Capital Advisors to the firm.
Optimus Capital Advisors is a wealth management and financial planning firm based in the Dallas-Fort Worth Metroplex that serves individuals, families and businesses across the United States. The firm provides investment management, retirement planning, education funding strategies and broader financial planning services tailored to clients’ goals and circumstances.
The team consists of financial advisers and investment professionals who work with clients to develop personalized financial strategies and long-term wealth management plans. The firm emphasizes a client-focused approach, with an emphasis on transparency, communication and ongoing financial guidance.
WPWealth and Optimus Capital Advisors’ depth of experience in wealth management together will enhance their abilities to elevate client service and facilitate growth.
