WestPac Wealth Partners

9mo

We’re proud to celebrate Liang Lee, Senior Partner at WestPac Wealth Partners, for earning a spot as #13 Best-in-State Financial Security Professional for New Jersey, according to Forbes’ 2025 rankings. This distinguished recognition highlights Liang’s expertise and steadfast dedication to delivering long-term confidence and strategic planning for his clients.

WestPac Wealth Partners

9mo

We are thrilled to announce that WestPac® Wealth Partners has been named the No. 1 workplace in the small and medium category on the 2025 Fortune Best Workplaces in Financial Services & Insurance™ list, presented by Great Place To Work®. This marks our second consecutive year earning this distinction, highlighting our ongoing commitment to creating an exceptional workplace. This recognition reflects our dedication to investing in our people. At WestPac, we encourage a culture of collaboration, growth, and support, ensuring our team members have the resources and opportunities to thrive. When our associates feel valued and inspired, it translates directly into better service for our clients and stronger business results. We are proud that our focus on people not only drives productivity and innovation but also makes WestPac a truly rewarding place to work. This honor is a testament to the passion, dedication, and creativity of our incredible team, and we look forward to continuing to grow and lead in the financial services industry. View the Full List Here: https://www.greatplacetowork.com/best-workplaces/finance-insurance/2025?category=small-and-medium

WestPac Wealth Partners

9mo

We’re excited to announce that Taylor Wong has been ranked #2 in Hawaii on Forbes’ 2025 list of America’s Best-in-State Financial Security Professionals. This recognition highlights Taylor’s commitment to helping clients achieve financial stability and confidence in their investments. Taylor’s knowledge comes not only from his experience as a business owner but also from his passion for seeing The Big Picture. He understands the unique challenges of running a business in Hawaii and leverages that knowledge to craft tailored financial strategies for both individuals and business owners. Since joining WestPac over a decade ago, Taylor has dedicated himself to guiding clients toward the right financial path for their lives and businesses. Motivated by a desire to reduce financial stress and foster long-term stability, he became one of the youngest individuals in Hawaii to earn the Certified Exit Planner designation from the Business Enterprise Institute, Inc. He also holds Series 7, 66, and Life & Health licenses across Hawaii, California, Nevada, and Washington.

WestPac Wealth Partners

10mo

We’re thrilled to announce that Great Place To Work® and Fortune magazine have recognized WestPac® Wealth Partners on the 2025 Fortune Best Medium Workplaces™ List—and once again, we’re proud to claim the No. 1 spot. This marks the seventh consecutive year we’ve earned a place on this prestigious list, a reflection of the dedication, passion, and commitment of our associates and staff. Being named a Fortune Best Medium Workplace is more than just an accolade—it’s a testament to the culture we’ve built together. At WestPac, our people are at the heart of everything we do. We strive to create an environment where associates feel valued, supported, and inspired to grow professionally and personally. From collaborative teams and leadership development opportunities to our trademarked Life-Work Integration® approach, we focus on providing an experience that makes every day at WestPac meaningful and rewarding. View the full list here: https://www.greatplacetowork.com/best-workplaces/medium/2025

WestPac Wealth Partners

10mo

WestPac® Recognized on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies Impressive Three-Year Revenue Growth Lands WestPac Wealth Partners on the Prestigious List Once Again We are excited to share that WestPac Wealth Partners has been named to the prestigious Inc. 5000 list, recognizing the fastest-growing private companies in America. This annual list is a testament to the success of independent, entrepreneurial businesses that are driving the economy forward. "Making the Inc. 5000 list is always a remarkable achievement, but earning a spot this year truly reflects the tenacity and clarity of vision at WestPac Wealth Partners. We have thrived amid rising costs, shifting global dynamics, and constant change. We didn’t just weather the storm—we grew through it. Our story is a powerful reminder that the entrepreneurial spirit drives the U.S. economy. I’m incredibly proud of our team and all we’ve accomplished together." – Nash Subotic, CEO This year’s honorees have demonstrated remarkable growth, navigating challenges such as economic uncertainty, inflation, and a fluctuating labor market. We are proud of our team and the hard work that has led us to this achievement. To view the full list and explore company profiles, visit: www.inc.com/inc5000

WestPac Wealth Partners

11mo

10 Opportunities (and 2 Challenges) Business Owners Should Know The recently passed “One Big Beautiful Bill” spans nearly 1,000 pages and fundamentally reshapes taxes, retirement planning, and compliance. Hidden within its fine print are game-changing opportunities for business owners and high earners — and a few costly traps. Members of WestPac’s Business Resource Team unpacked the bill in detail during recent webinars. Below are a few of the highlights to turn this legislation into leverage. Top 10 Benefits Explained 10. Historically Low Tax Rates Maintained One of the biggest wins? Tax brackets remain at historically low levels. The top federal rate remains at 37% and applies only when taxable income reaches $752,000 for a married couple filing jointly. Taxable income below this threshold is taxed at marginal rates ranging from 10 - 35%. Action Items: Review your current marginal tax rate by planning on your overall taxable income level BEFORE year-end. In some cases, it may be beneficial to raise, not lower, your income. Increase income by managing cash collections, Roth IRA conversions, the sale of appreciated stock, or deferring deductions. Increase expenses by managing payments of expenses, considering cost segregation studies, and accelerating depreciation deductions 9. Increased Standard Deduction Opportunities The standard deduction is now at its highest level in history

WestPac Wealth Partners

11mo

We’re proud to announce that Michael Olivia, CFP®, CExP ™ has been honored as one of Forbes' Top 100 Financial Security Professionals nationwide, and achieving the #2 spot in Florida on the 2025 Best-In-State Financial Security Professionals list. Michael plays a pivotal role in shaping financial strategies that align with WestPac’s commitment to client prosperity. His innovative approach and strategic foresight have positioned him as a trusted advisor and a cornerstone of excellence within our firm. Known for his mastery of the Seven Step Exit Planning Process™, Michael excels in enhancing business value, defining exit objectives, designing key employee incentives, ensuring business continuity, and preserving wealth. He has established a Virtual Family Office to facilitate seamless collaboration between clients and their advisors in helping to achieve their financial goals. Michael’s integrity and extensive experience have earned him recognition from the NFL Players Association (NFLPA), allowing him to assist successful NFL players. The strategies he uses with professional athletes are the same strategies he employs to help all his clients on their financial objectives.

WestPac Wealth Partners

11mo

As our loved ones age, it can be difficult to know when additional support is needed. Use this quick checklist to help identify signs that may indicate it's time to consider assisted living.

WestPac Wealth Partners

11mo

Many people have a romantic view of what retirement looks like. Beaches, cruises, road trips, sitting next to a pool with no responsibilities—in reality, many business owners struggle in retirement because they don’t know what to do with all their free time. Let’s look at an example of what one successful business owner had to overcome in his retirement, based on a true story. The Big ‘Now What?’ Felix Dixon had spent his entire adult life building his successful business. He had always been the breadwinner in the household after his father died when he was young, and he had always established a grueling work ethic to keep himself and the people he cared about ahead financially. He had done everything he was supposed to do to prepare for his retirement: Ensuring that he was leaving his business with financial stability Handing off operations to his next-level managers to position them for a seamless transition Using the money from the sale of his business to provide even more opportunities for potential financial growth in his personal accounts. Three months after he retired, the pandemic hit. Felix spent every waking hour with his eyes on the stock tickers. As he watched his nest egg shrink in the middle of the financial meltdown, he said to himself, “I need to go back to work. Everything is falling apart, and sitting around isn’t helping.” When he told his family and advisors about his plans, they were puzzled...

WestPac Wealth Partners

11mo

New Office in Spokane Valley to Serve the Growing Demand for Financial Guidance WestPac Wealth Partners is proud to announce the opening of our newest office location in Spokane Valley, Washington — a strategic expansion that underscores our commitment to delivering exceptional financial planning and wealth management services across the Pacific Northwest. As we continue to grow, so does our mission: to help people make smart financial decisions that support their goals, families, and long-term legacy. A Community-Focused Approach At WestPac, we believe financial planning is about more than numbers — it’s about relationships, values, and impact. That’s why we’re excited to bring our services to the Spokane area, where we see strong alignment with our values of connection, collaboration, and community. The Spokane office will be led by Reid White, a financial professional dedicated to helping individuals, families, and business owners gain clarity, build confidence, and take control of their financial future. What This Means for Our Clients Whether you're just starting out, planning for retirement, or looking to optimize your business finances, our Spokane Valley team will offer a full spectrum of services — including: Business Owner & Executive Strategies Personalized Financial Planning Evidence-Based Investment Strategies Protection Solutions Estate & Legacy Planning