You've spent decades building wealth.
Is anyone making sure it all works together? We work with executives and senior professionals who have more going on financially than any one advisor has been watching.
You have an advisor. But who is helping you look at the whole picture?
You've worked hard to get here. Maybe you’re a VP, director, or senior leader. Your compensation is probably complex. You have stock that's been piling up, old 401(k)s from companies you left years ago. Maybe even a will or trust that may not reflect your life today.
Each piece is being handled, but it’s all handled separately, which means one is looking at all of it at once. And the older you get, the more expensive that problem becomes.
Most executives we talk to aren't worried about money. They're worried they're missing something. And they're usually right.
Does any of this sound familiar?
You have RSUs or equity comp but no clear strategy for what to do with it
Your 401(k) from a job you left years ago is just sitting there
Your will or trust is outdated or you're not sure you have the right one
Your advisor meets with you once a year and mostly talks about the market
You're getting closer to retirement but don't have a clear number or timeline
Your CPA, your advisor, and your attorney don't talk to each other
You've made smart decisions your whole career.
Your financial plan should reflect that.
We completely understand. At this stage of your career, the financial questions get bigger, and the stakes get higher. Retirement isn't theoretical anymore. Legacy starts to matter. And the complexity of what you've built outgrows what a once-a-year portfolio review can handle.
Jacob Campbell, CFP, is a fiduciary who leads a team at WestPac Wealth built specifically for people in your position. We coordinate your investments, tax strategy, estate plan, insurance, and retirement planning under one roof, and we work alongside your current specialists so everyone is on the same page.
You don't simply need more advice. You need one team that sees the whole picture.
A story that might sound familiar.
They had an advisor. But they were still missing everything.
A couple came to us a few years ago. Both high earners. She worked at a major tech company and had RSUs she didn't know what to do with. He had his own career and his own accounts. They had a financial advisor, but he met with them once a year and mostly talked about the market.
When we sat down with them, here's what we found: overlapping investments with more concentration risk than they realized, an outdated will and trust, life insurance only through her employer, no retirement projection, no RSU strategy, and fees they were overpaying without knowing it.
Within the first year, we consolidated their portfolio, introduced them to an estate attorney, put the right life insurance in place, built a retirement path they could actually see, created an RSU strategy so she knew exactly what to do at every vesting period, and connected them with a CPA who saved them real money.
They meet with us quarterly now. What they told us after those first few meetings wasn't that they were excited. It was that they finally felt like someone had their back.
All scenarios and names mentioned herein are purely fictional and have been created solely for educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice.
Here's how we get started.
Schedule a Conversation
A 30-minute Zoom call. Tell us where things stand, what you're trying to accomplish, and what's been keeping you up at night. No documents needed. Just a real conversation.
Get Your Full Picture
We look at everything. Business retirement plans, exit strategy, tax planning, estate protection, personal wealth. Then we build one coordinated strategy so your business and your family's future are both protected.
Stop Managing It Yourself
We handle the details. We coordinate with your CPA and attorney. We meet with you regularly so you always know where things stand. You get your time back and the confidence that comes with knowing it's all handled.
Every year you wait, the gap gets wider.
Your old accounts sit idle. Your equity compensation goes unoptimized. Your estate documents stay outdated. And the window to make smart, proactive decisions gets smaller.
You've worked too hard to leave this to chance. The wealth you've built deserves a plan that's actually watching over all of it.