San Diego, California, USA, May 15th, 2026, FinanceWire
WestPac Wealth Partners, a comprehensive financial services firm specializing in integrated wealth planning, today announced its continued national expansion and strategic growth across several high-demand regions. The firm has opened a new office in Gilbert, Arizona, added a full advisory team in the Sacramento region, and significantly expanded its Las Vegas footprint through the acquisition of a larger office space.
These developments reflect a multi-year growth trajectory, with the most recent expansions taking effect throughout 2025 and 2026. The strategic moves are designed to better serve WestPac’s growing client base of business owners and high-net-worth individuals by increasing accessibility, strengthening local presence, and enhancing the firm’s ability to deliver coordinated, high-level planning services.
Founded in 2007 and headquartered in San Diego, WestPac Wealth Partners focuses on aligning business, personal, and financial strategies to help clients build, protect, and transition wealth with intention. Through its integrated planning approach, the firm enables clients to make more informed decisions across every stage of their financial journey.
“Our growth is a direct reflection of the trust our clients place in us and the increasing need for more integrated, strategic guidance,” said Nash Subotic, CEO of WestPac Wealth Partners. “As we expand into new markets and invest in larger, more collaborative spaces, our focus remains the same—helping business owners and high-net-worth individuals navigate complex decisions with clarity and confidence. The continued development of our Business Resource Center is a key part of that mission, allowing us to support clients in areas that often fall into the grey, where thoughtful guidance matters most.”
WestPac’s expansion includes a broadened presence in key growth markets such as Arizona, Northern California, and Nevada. The firm has also continued to invest in infrastructure and specialized resources, including the growth of its Business Resource Center, a dedicated team designed to support business owners through complex and often nuanced decision-making.
This expansion is driven by increasing demand for more sophisticated, integrated financial planning solutions. As business owners and high-net-worth individuals face increasingly complex decisions across business, personal, and legacy planning, WestPac has scaled both its geographic footprint and internal capabilities to meet these evolving needs.
Clients benefit from greater access to experienced advisory teams and a more robust planning ecosystem that extends beyond traditional financial services. By offering deeper guidance in areas such as succession planning, business strategy, and long-term wealth structuring, WestPac helps to strengthen both individual outcomes and the communities it serves.
The firm’s growth reflects a broader industry trend toward holistic, relationship-driven advisory models. Financial services firms that integrate personal wealth planning with business advisory capabilities are increasingly positioned to deliver more meaningful, long-term value to clients.
WestPac Wealth Partners currently oversees more than $5 billion in assets under administration*, with over $227 million in recurring in-force premium and $26 billion in life insurance face amount. The firm supports more than 38,000 clients nationwide and has achieved nine consecutive years of revenue growth.
WestPac has also received numerous industry recognitions, including being named to the Inc. 5000 list, earning the No. 1 ranking on Fortune Best Medium Workplaces for two consecutive years, and being selected as a 2025 Inc. Power Partner for Business Planning. The firm has also been recognized as the No. 1 Fortune Best Workplace in Financial Services and Insurance for small and medium-sized businesses, as well as the No. 1 Fortune Best Workplace for Parents for three consecutive years.
For more information, visit westpacwealth.com.
Media Contact:
Aimee DeYoung
Director of Marketing and Training
aimee.deyoung@westpacwealth.com
About WestPac Wealth Partners
WestPac Wealth Partners is a San Diego-based financial services firm specializing in integrated wealth planning for business owners, professionals, and families. The firm focuses on aligning business, personal, and financial strategies to help clients build, protect, and transition wealth with intention through a coordinated and comprehensive planning approach.
Disclosure:
WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I29680. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. *Assets Administered by the agency represent in-force for life ins., disability income insurance. LTC ins and assets held in retirement, brokerage, and advisory accounts as of 12/31/25. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.8862723.1 Exp. 04/28