Many people don’t realize the financial risks they face until it’s too late. At Westpac Wealth Partners, Taylor Wagar and his team work with medical professionals, business owners, engineers, and families who are busy building careers and lives and want to know their finances are moving in the right direction. Often, the pieces are there, but no one has stepped back to look at the full picture and how it all fits together. From there, they help uncover the blind spots before they become problems and build a clear, coordinated plan for growing, protecting, and enjoying their wealth.
That might mean helping a young physician balance student loans while protecting their income, a business owner prepare for the day they step away, or a family plan for a first home, college, and the unexpected. The result is clarity on where you stand today and confidence in the decisions ahead.
For Taylor, it all starts with trust. A good plan depends on understanding what matters most to each client, and that only happens through honest conversations and a relationship built over time. Westpac’s process is team-based, and Taylor works side by side with senior advisors who bring decades of combined experience. Clients get that full depth of support behind their plan, and a long-term relationship that grows as their lives change.
Taylor’s approach comes from personal experience. At 18, he was diagnosed with a spinal condition that would have led to paralysis if left untreated. A spinal fusion, a year of recovery, and relearning how to walk taught him two lessons that now shape every client relationship: catching a problem early changes everything, and real progress comes from small steps done consistently.
Originally from Washington State, Taylor graduated from the University of Hawaiʻi Shidler College of Business with a degree in finance and has called Hawaiʻi home for five years. Outside the office, you’ll usually find him surfing, golfing, or working out, and spending time with friends and family.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4572579.| 9173844.1 Exp. 10/28