Hours: 9am - 5pm, Monday-Friday
677 Ala Moana Boulevard, Suite 720Honolulu, HI 96813-5404
At WestPac Wealth Partners, which started as a local company called Wealth Strategy Partners and later expanded, we take pride in delivering cutting edge strategies that give clients financial confidence. Our Honolulu team is made up of financial advisors, insurance professionals, wealth managers, and investment professionals dedicated to helping clients take control of their lives and guide them to build a clear path to their financial future.
WestPac Wealth Partners transforms the way consumers view financial planning by providing innovative solutions and educating members of our Honolulu community on how to make sound decisions using a holistic approach. We focus 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 envisions and enhances our clients’ goals through purposed macro-management, informed financial education, and experienced asset servicing solutions.
WestPac Wealth Partners has landed on various lists of great places to work with major and local publications. We landed in the #1 spot on Hawaii Business Magazine's list of the state's best place to work 2020 and on Fortune Magazine's list of Best Small and Medium Workplaces in Finance and Insurance, WestPac came in at #1. Additionally, the firm was named as one of Inc Magazine’s Best Workplaces, the placement being no small feat.
We invite you to schedule an appointment with a Honolulu team member to learn more about how WestPac Wealth Partners can help you achieve Financial Balance®
Honolulu is a cultural mix of fine dining, vibrant clubs, and endless shopping. Along Honolulu’s glimmering beach sands, you’ll find a stretch of opulent condos, skyscraper hotels, and enterprise - testaments to the city’s tourism heartbeat and thriving business center.
Honolulu has a strong foothold on American history, perhaps most notably Pearl Harbor. Sites commemorating the attack that spurred our nation’s entrance into World War II include the USS Arizona Memorial, the USS Bowfin Submarine, and Pearl Harbor itself.
Natural attractions are plentiful in Honolulu. Diamond Head is a Honolulu landmark, which is all the more enjoyable to visit as a dormant volcano. Hanauma Bay and Manoa Falls offer nature preserve and trail experiences that never disappoint. While Honolulu is always eager to welcome visitors to our glorious city, those of us who live and work here have a unique understanding of what sets Honolulu apart.
Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. © 2021 Guardian
Chief Business Development Officer
Senior Partner/Certified Exit Planner
Managing Director/Wealth Management Advisor
Managing Director, Financial Advisor
Registered Representative | Director of Business Development