We’re excited to share that WestPac® has been named by Fortune as the #1 Best Medium Workplaces™ across the nation 🎉 This is a huge honor to be recognized as the #1 in Financial Services in 2023 and now for all Mid-Sized Companies in 2024. We’re grateful for the dedication of our incredible team and the trust of our clients. Here’s to continuing our journey of excellence together! 🔗: https://lnkd.in/gAWye4zw #WestPacWealth #BestWorkplaces #GPTWcertified
WestPac Wealth Partners
Financial Services
San Diego, California 3,685 followers
Assisting our clients in every aspect of their financial lives.
About us
At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners helps envision and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions. ----- WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego CA 92121 619.684.6400. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc. a DBA of WestPac Wealth Partners, LLC | CA Insurance License #0I29680 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-165308 Exp. 11/25
- Website
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http://www.westpacwealthpartners.com
External link for WestPac Wealth Partners
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Retirement Planning, Financial Organization, Estate Planning, Debt Elimination, Debt Restructuring, Savings, Investments, Tax Management, Executive Planning, Wealth Management, Insurance Optimization, Business Exit Planning, Business Succession Planning, and Tax Sheltering
Locations
Employees at WestPac Wealth Partners
Updates
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Reassessing your finances throughout the year is crucial for optimizing outcomes, but making tweaks in the second half of 2024 is particularly vital. Include key areas like maximizing tax-free opportunities, protecting your assets, optimizing interest-earning potential and ensuring your estate plan is up to date ✅ #WestPacWealth #finances #wealthmanagement #planning https://lnkd.in/gqTYwd5z
Check Off These Four Financial Tasks to Finish 2024 Strong
kiplinger.com
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Authentic leadership and a commitment to putting our people first have been key to our success. This dedication has contributed to our recognition as #1 on Fortune's 2024 Best Medium Workplaces list 🏆 This achievement reflects not only the strength of our community but also the vital role leadership plays in shaping our culture. Here’s a closer look at what this recognition means to us. 🔗: https://lnkd.in/eskPRRg9 #WestPacWealth #GreatPlaceToWork #BestWorkplaces #leadership
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Thank you to the Chamber of Commerce Hawaii for having us 🤝 Our very own Marko Mijuskovic, MBA, MSIS, CExP recently spoke to local business owners about strategies to raise business valuations. It was a great event, and we appreciate the opportunity to connect and share valuable insights! #WestPacWealth #businessvaluation #wealthmanagement #financialplanning
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EXCITING NEWS 🚨 WestPac is thrilled to announce the opening of our new office building in Scottsdale, Arizona! This expansion reflects our growth and commitment to making a greater impact in the communities we serve. Stay tuned for details on our ribbon-cutting ceremony in November. We look forward to welcoming you! 🔗: https://lnkd.in/eeU2BtS7 #WestPacWealth #growth #team #financialplanning
Exciting News: WestPac Opens New Office in Scottsdale
westpacwealth.com
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Take the time to think about these three things when shopping for your next vehicle.
Consider These 3 Things Before Driving Off the Lot
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Generation X is facing a retirement crisis, with nearly half believing it will take a miracle to retire comfortably. Here are the unique challenges this generation faces as they approach their golden years. https://lnkd.in/gNXzixGp
Retirement bites? Almost half of Gen Xers say they'll need a miracle to retire.
cbsnews.com
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Fall is here, and so are key planning and investment deadlines ⬇ Stay ahead with our latest guide to important dates and financial milestones for the season. Make sure you're prepared to close out the year strong! #WestPacWealth #financialplanning #investmentdeadlines
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From home repairs to closing costs, selling a house can be a financial burden. Explore practical tips and strategies to minimize your expenses and maximize your profit when selling your property ⤵️ https://lnkd.in/gCiURHMg
Selling a home is expensive, too: Homeowners typically spend nearly $55,000, report finds
cnbc.com