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All Roads Lead to Exit Planning

For the business owner, all roads lead to Exit Planning. Eventually, you will leave your business – the question is when, to whom, for how much, and on what terms? At WestPac, our experience has taught us that in each unique business owner situation, there is a specific process of discovery, strategy, and implementation that can help lead to the best possible result when it comes to realizing the full value of your life’s work.

EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put WestPac Wealth Partners on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Women and insurance: What you need to know

Women and insurance: What you need to know

As women achieve more, they lag in protecting their earnings, families, and legacies through insurance.
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"I highly recommend the services of Taylor Wong at WestPac Wealth Partners to anyone seeking competent and trustworthy financial advice.

I am the owner of JD Painting & Decorating, Inc., a locally owned company in Hawaii. I have been in business for 35 years and his experience, professionalism, and dedication have significantly contributed to JD Painting’s financial success and confidence over the past 12 years.

Taylor demonstrated the ability to carefully listen to my needs, analyze my financial situation, and develop solutions that exceeded my expectations. Taylor took the time to ensure that I fully understood the options presented to me. I never was pressured and was allowed to make well-informed decisions. He keeps me updated with the latest market trends, financial regulations and changing economic conditions while maintaining a proactive approach to adjusting strategies as best suits my needs.

I look forward to continuing my relationship with Taylor and WestPac Wealth Partners."

Jaime Dominguez | Owner & President 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0I79525. | Personal views of this client and their experience do not suggest future results. No compensation was provided. | 2024-168695 Exp. 2/25

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Taylor Wong

Taylor Wong

Financial Advisor

Jill  Lacerdo-Magallanes

Jill Lacerdo-Magallanes

Executive Assistant

Nick Manago

Nick Manago

Financial Representative

Ashlee  Tawarahara

Ashlee Tawarahara

Administrative Assistant

LET'S GET CONNECTED

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