Westpac Wealth Partners


About WestPac Wealth: 
WestPac Wealth Partners is a privately held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus 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, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients. 

We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. 

For more information and to schedule a call for Forum visit: Jason Shapiro - 818-203-9437 - jason.shapiro@westpacwealth.com


Benefits to Members: 
1. Comprehensive Wealth Management: Tailored solutions addressing diverse financial needs, ensuring holistic wealth management for each client. 

2. Customized Financial Strategies: Strategically designed plans aligned with individual goals and visions, fostering long-term financial success and security. 

3. Financial Product Access: Access to a diverse array of financial products, empowering clients to optimize their wealth potential and meet their unique objectives. 

4. Personalized Life Mapping: Tailored life mapping services to navigate financial milestones and safeguard wealth, providing clarity and direction for clients' financial journeys. 

5. Financial Stability Assistance: Dedicated support in cultivating financial stability and confidence, guiding clients toward a secure and prosperous future through informed decision-making and strategic planning. 

500 Montgomery Street, Suite 600
Alexandria, VA 22314
United States

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