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 - [email protected]
Benefits
to Members:
Comprehensive
Wealth Management:Tailored solutions addressing diverse financial needs, ensuring
holistic wealth management for each client.
Customized
Financial Strategies: Strategically designed plans aligned with individual goals
and visions, fostering long-term financial success and security.
Financial
Product Access:Access to a diverse array of financial products, empowering
clients to optimize their wealth potential and meet their unique objectives.
Personalized
Life Mapping: Tailored
life mapping services to navigate financial milestones and safeguard wealth,
providing clarity and direction for clients' financial journeys.
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.