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.
1 Assets Administered by agency, represents in-force for life ins., disability income ins. LTC ins and assets held in retirement, brokerage, and advisory accounts as of 12/31/20. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. WestPac Wealth Partners is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.* WestPac Wealth Partners is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
Changing the community and the world for the better starts from within. WestPac Wealth Partners has focused on its people since the beginning by hiring quality associates and treating them right. When team members are taken care of, they can give 100% of their attention to their clients. Today the company’s regard for culture, benefits, and community is getting recognized by the world.
Recently, Fortune Magazine acknowledged WestPac for leadership in multiple areas. It started with a listing on the magazine’s Top 10 Best Mid-Sized Companies, which was followed by the Best Workplaces for Millennials, where we landed the 5th place spot. And on the publication’s Financial and Insurance Listing, WestPac took 1st place.
Not only has the firm been recognized for its great environment, but Fortune Magazine included us in its issue, 50 Companies Focused on the Future, featuring an article on our CEO, Nash Subotic, and how his dreams have driven the dreams of our associates and thereby the success of the company.
In addition, Inc. Magazine featured WestPac multiple times in 2020. The major publication included our firm on its list of Best Workplaces, as well as the catalog of the 5000 Fastest-Growing Companies. It is an honor to receive such recognition from these and many other major publications, but one could argue that the most important recognition is that of our diverse culture.
Inc. Magazine noticed our celebration of varying cultures and backgrounds and shared it with the world in its September 2020 issue. The publication included a feature article sharing how our firm has 30 different nationalities on our team of 200 associates, and our diversity doesn’t stop there. WestPac is comprised of approximately 25% female advisors, a relatively high number for the financial services industry. The best aspect of our diverse culture is its natural and organic occurrence -- it wasn’t a firm initiative to create diversity. We simply hired and continue to hire people who want to become the best version of themselves as they contribute to their communities.
Magazines and online articles aren’t the only places where WestPac has been featured. MSNBC, HLN, CNBC, and public television stations have also aired a video interviewing some of our partners about the strides WestPac is making to positively impact the business community. Receiving validation from these well-respected, nation-wide organizations is an honor, but the local leadership and associates in each of our offices made it possible.
With our origins in Hawaii, it’s no wonder that Hawaii Business Magazine has featured WestPac as one of the Best Places to Work in Hawaii since 2012. In 2020, the publication named our firm #1 on its list of the state’s best places to work in the small business category. For several years, WestPac has been included in the San Diego Business Journal as one of the best places to work and recently landed the #1 spot on their 2020 list. Oregon Business also named WestPac as one of the 100 best companies to work for in Oregon.
We take pride in our accomplishments and congratulate our team members and leadership for creating an inclusive, diverse, and overall great place to work. Our recognitions motivate us to aim higher, encouraging our associates to “pass it forward” by creating inclusive, far-reaching relationships with their clients and thereby improving the culture of the community and world. Our accolades are important to us, but the positive impact we can have on society is paramount.
We feel that with so much diversity, we have someone for everyone. If you are interested in having an advisor who shares these values, please fill out the form below, and we will get you in touch with one of our many associates.
Think you might want to move from your current job to a career with a greater purpose? Feel welcome to visit our careers page to learn more, without any obligation.