WestPac Wealth Partners

04/26/2026

If you’re on of the 53 million Americans who act as caregivers, so much relies on you. It’s important to find the time to make well-being a priority. Here are 5 easy ideas to get started.

Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.

02/26/2026

"Confidence comes from competence."" — Vladimir Sasic 💬

In the financial industry, ""comprehensive planning"" is often a buzzword that over-promises and under-delivers. In this episode of WestPac Wisdom, Vladi shares his obsession with mastering the technical nuances that separate the elite from the crowd.

With over 35 designations and 170+ years of collective experience, Vladi’s approach replaces transactional product sales with an elite planning infrastructure. He leads our Business Resource Center (BRC)—a powerhouse team of in-house specialists, including CPAs and attorneys, dedicated to solving the complex tax and estate dynamics that most firms simply aren’t built to handle.

If you are a business owner, don't miss these insights!

Watch here 📽️:

How do you go from being a substitute math teacher to managing over $1 Billion in assets? In this episode of WestPac Wisdom, Vladi Sasic, CFP®, ChFC®, AEP®, ...

01/14/2026

Applications are now open for our 2026 Internship Program (rising seniors + recent grads)! If you’re looking for hands-on experience, mentorship, and a career path with purpose in financial services, this program is designed to help you build real skills and confidence 🎓

Interns will gain exposure to key areas of the business—market development, client process, practice development, and professional growth—while learning alongside a supportive team.

Learn more and apply 📩 https://www.westpacwealth.com/internships

01/08/2026

We’re honored to be recognized by Oregon Business magazine as one of the 2026 100 Best Companies to Work For in Oregon 🎉

Proud of this team and the culture we’re building. High performers grow here, leaders develop, and teammates win together. If you’re looking to build a meaningful career, we’d love to connect!

12/26/2025

As the year comes to a close, we’re grateful for the relationships, trust, and shared purpose that define WestPac. This season is a time to pause, reflect, and reconnect with what matters most—family, community, and gratitude. Wishing you peace, joy, and meaningful moments with those who matter most ❤️

12/23/2025

As year-end approaches, charitable giving can be an important part of a holistic financial plan. In this article, Jeff Pawlowski outlines several strategies that may better align generosity with broader financial planning goals—helping donors consider not just the impact of their giving, but how it fits within their overall wealth strategy.

Read the full insights here 🔗:

WestPac Year-End Charitable Gift Giving

12/22/2025

What started as a simple idea is becoming a favorite office tradition in Las Vegas 🎅🔍 This marked the second year of our WestPac Holly Jolly Scavenger Hunt, where the team received a list of items to find and tasks to complete—an easy way to step away from the day-to-day and spend time together during the holidays!

12/16/2025

In a recent Forbes feature, Jason Shapiro shares how lessons from the golf course have shaped his approach to advising business owners through financial complexity. He reflects on the importance of delivering holistic guidance and how collaboration enables a more complete planning experience for clients.

With almost two decades of experience in the industry and earning a place among the top 2% of advisors in the country, Jason offers perspective on helping business owners stay focused on the long game!

Read the full article 🔗:

Learn how Jason Shapiro of WestPac Wealth Partners is featured in Forbes for his approach to business owner planning, leadership, and long-term financial strategy.

12/11/2025

WestPac® earned the No. 1 Best Workplace for Parents™ ranking from Fortune and Great Place To Work for the third year in a row 🎉

This recognition reflects the impact of our Life-Work Integration™, flexible support, and long-term development initiatives that help parents thrive both professionally and at home.

Thank you to our entire WestPac family for helping build one of the best workplaces in the country!

Read more 🔗:

Fortune

12/10/2025

WestPac advisors Spencer Dung, CFP®, ChFC®, WMCP® and Samantha Haas share actionable strategies to help contractors and business owners make smarter financial decisions, reduce chaos, retain top talent, lower taxes, and build stronger, more profitable companies.

A big thank you to Paul Sanneman, host of the Business Success Tips podcast, for having our team on the show and giving us the opportunity to share these insights!

🎬 Watch on YouTube: https://www.youtube.com/watch?v=uRBLI4HRjVA
🎧 Listen on Spotify: https://open.spotify.com/episode/1A2wrRqIlsZkYGXN6pbrBX?si=qmub68cpRbCZW06kmrQgYg&nd=1&dlsi=7e7015f22c1d4927

Business Success Tips · Episode

12/05/2025

Our first holiday event of the season with our Hawaii team and the BTAHI team was an amazing way to come together and celebrate the year. Great conversations, great energy, and so many unforgettable memories ✨

Grateful for this group and excited for everything we’ll accomplish in 2026!