General Info

WESPAC is a respected Investment Manager and Advisor. Our company serves the needs of investors demanding superior performance, low fees and exceptional service. Unlike many money management firms who typically have little contact with individual investors, the WESPAC Private Client Group was specifically created to allow our investment management company to deliver institutional-level capabilities to clients including high net worth individuals, retirement and testamentary trusts without compromising our valued relationships.We work with high net worth business owners, executives, professionals, and retirees - people who are responsible, respected and trusted leaders in their industries, professions, and communities. By limiting our scope to direct relationships, WESPAC has developed a detailed understanding of the unique problems and opportunities that our clients face. That understanding translates into our ability to help you achieve your goals. At WESPAC, we don't believe that off-the-shelf money management solutions or a single investment approach work for every client. We assure our clients of unbiased advice without conflict of interest or preconception.COMPREHENSIVE WEALTH MANAGEMENT SERVICES FOR INVESTORS WITH SUBSTANTIAL RESOURCES AND COMPLEX NEEDS.Institutional quality expertise and discipline...focused on the goals, time-horizons, tax exposures, and strategic opportunities unique to individuals.Creative, customized, and often unconventional approaches to identify and help accomplish each client's unique financial objectives. Representative components include: