Phone: 512.423.3250Fax: 866.901.9502
Hours: 9am - 5pm, Monday-Friday
9595 Wilshire Blvd., Suite 900Beverly Hills, CA 90212-2509
High end lifestyles are the norm in Beverly Hills. Tourist attractions like Rodeo Drive and the Greystone Mansion bring millions to Beverly Hills every year. For those who live here, being able to maintain an affluent lifestyle, identify new opportunities to grow and protect wealth, and ensure a future legacy are at the heart of WestPac Wealth Partners commitment to the Beverly Hills community.
The Beverly Hills team of WestPac Wealth Partners includes financial advisors, insurance professionals, wealth managers, and investment professionals who live a common goal - empowering clients to take control of their lives and guide them to build a clear path to their financial future.
Over the years, we have found that a team approach can be an effective method to help clients with diverse needs as they maneuver through an ever-changing, often complicated financial-services world. We invite you to discover and experience the power of our products and services.
No one financial, insurance and wealth building strategy can fit everyone. That’s why every client gets our undivided attention—from planning to execution to follow-up. WestPac Wealth Partners proactively develops strategies to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. Regardless of whether you are looking to expand your portfolio, start a trust for your children or grandchildren, discuss a business succession plan, or protect your income, our Beverly Hills professionals are here to help.
We want to keep you on track toward a meaningful and purpose-driven financial future. If you have any questions or would like to start a conversation, please give us a call or email us. A member of the WestPac Beverly Hills team looks forward to making your acquaintance.