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You specialize in representing your clients for what they deserve.
We specialize in representing you to accomplish your life goals.
Business Planning

Business Planning

Our Business is to help you protect YOUR business and help you enjoy the fruits of your labor. This doesn't happen without a coordinated and integrated approach to helping you get Organized with your multiple balance sheets.

  • Coordination of Advisors
  • Risk Management
  • Income Tax Strategies
  • Key Employee Retention
  • Business Valuation
  • Owner Exit Planning
Individual Planning

Individual Planning

Most Professionals lack the time or education to properly implement the principles necessary for success. Our team empowers clients with a unique planning process designed to create structure, opportunity, and an optimal financial life. 

  • Financial Organization
  • Estate Planning Strategies
  • Retirement Planning
  • Maximize Cash Flow
  • Reduce Level of Risk
  • Intentional Financial Planning

Contact us today for a complimentary appointment in-person
or via an online meeting. We look forward to serving you.

Your WestPac Team

Nichole Mayer, CExP™, CFP™

Nichole Mayer, CExP™, CFP™

Helping Executives & Business Owners obtain financial balance for today and for their retirement is the greatest aspect of Nichole’s work.

Since joining WestPac Wealth Partners in 2014, Nichole Mayer has developed a team of leading industry professionals to provide clients with comprehensive financial planning. Nichole’s broad spectrum client approach includes asset coordination, wealth  accumulation, tax strategies, and retirement income forecasting.

As a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities, she measures success by implementing financial coordination with a proactive approach.

Nichole and her husband, Hunter, are proud to be able to call San Diego home for more than 17 years. In her spare time Nichole enjoys running half marathons, local hiking, and spending time outside with their bulldogs, Charlie & Frankie.

P: 619.684.8625

Book With Nichole
<sup>Will Hage,&#160;Wealth Management Advisor</sup>

Will Hage, Wealth Management Advisor

With over two decades of experience, I specialize in providing personalized financial guidance to busy professionals and business owners. My mission is to empower individuals and families to achieve financial confidence by offering holistic strategies that prioritize protection, growth, and wealth accumulation.

As a fourth-generation San Diegan, I bring a deep understanding of our community's needs and values to my work. I believe in challenging traditional financial models and providing tailored solutions that meet the unique circumstances of each client.

Central to my approach is the concept of becoming a "World Class Saver," emphasizing strategic saving and maximizing cash flow to build robust financial foundations. Beyond financial planning, I am committed to giving back to our community through volunteer work and charitable donations.

I look forward to helping build a brighter financial future for you, your family, and our community.

P: 619.684.6263
Book With Will

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