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Tuesday, October 30, 2018

Since its beginning in 2007, Wealth Strategy Partners has been proud to be part of the beautiful Hawaii community. We have built many strong and long-standing relationships with clients and business partners, spreading the Aloha Spirit...

 

Friday, August 17, 2018

When you want to attract and retain the best talent possible the “usual” benefits aren’t enough. That’s when you need to put everything on the table and go beyond the standard health benefits, 401(k), and two...

 

Thursday, July 12, 2018

Starting a business is like climbing a mountain; from the base it may look daunting but focus on taking it one step at a time and you will soon reach the summit. Some of the first steps to starting a new business may not be as...

 

Friday, May 4, 2018

At the 2012 Berkshire Hathaway annual meeting, Warren Buffett stated that the following was critical to all business owners: “If business schools could offer just one course, it would not be on stock trading, the efficient market...

 

Monday, April 30, 2018

We are pleased to announce that Jonathan Couwenberg has joined our firm as a Financial Representative.Jonathan came to the WestPac Irvine office from Merrill Lynch in Newport Beach. He enjoys spending time with his family and...

 

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Monday, April 23, 2018

When we were kids, we were often asked, "What do you want to be when you grow up?". For some people, this question remains in their adult life. Another, possibly more impactful question that someone begins to ask themselves is, "What...

 

Monday, March 5, 2018

On December 22, 2017, the President signed the Tax Cuts and Jobs Act ("Act"). The Act will have a significant impact on businesses for many years to come. Many of the Act’s provisions are still unclear and will require IRS...

 

Tuesday, February 20, 2018

We have all heard that small businesses are the backbone of the U.S. economy, and according to Townsquared Resources there are 28 million small businesses in the United States (2016). A small business is defined by the Small Business...

 

Monday, January 22, 2018

Multimillion dollar contracts. Big-money endorsements. Lavish lifestyles. Professional athletes are famous not only for their elite skills and refined athletic prowess; many sporting celebrities are just as notorious for burning...

 

Wednesday, November 22, 2017

We are pleased to announce that Doug Weber has joined our firm as a Financial Representative. Doug is coming to the firm from US Bank, where he worked as an anti-money-laundering investigator. He is a graduate of the MBA program at the...

 

Thursday, September 7, 2017

According to the Social Security Administration, three in 10 workers entering the work force today will become disabled before retiring1. If you’re like many individuals today, you probably already have a lot of protection in...

 

Friday, August 25, 2017

It is a well-known fact that many professional athletes rake in a significantly higher income compared to other careers. Knowing this, it is still alarming how many of these professional athletes end up declaring bankruptcy after their...

 

Monday, August 21, 2017

We are pleased to announce that Riley Rankin has joined our firm as a Financial Representative. Riley is coming to us from Waddell & Reed in Lake Oswego and is a graduate of Pacific University '16. He enjoys sports, especially golf and...

 

Monday, August 7, 2017

We are pleased to announce that Malissa Dreyer is our newest Financial Representative at WestPac. She is coming to us from the U.S. Army after doing 8 years of active duty service. She recently graduated with a Bachelor's degree in...

 

Monday, July 31, 2017

College costs continue to skyrocket – at a pace that far exceeds the rate of inflation. But there is a bright side to planning for college expenses, and it’s getting a little brighter all the time – thanks to federal...

 

Monday, July 24, 2017

When you’re in business for yourself, every penny counts. That’s why it’s important to take advantage of as many tax deductions as you can. But the time to start planning for these deductions is not tax time –...

 

Thursday, July 14, 2016

We are pleased to announce that Lillie Bennett has joined our firm as the Marketing Coordinator. Lillie is coming as a recent graduate of Point Loma Nazarene University. She enjoys traveling, taking photos and exploring new places with...