Wealth Strategy Partners, LLC
Wealth Strategy Partners, LLC operates the WestPac Wealth Partners brand as a captive wealth management agency of Guardian Life Insurance, delivering holistic financial planning through The Living Balance Sheet framework to Business Owners, Medical Professionals, Professional Athletes, and Personal Solutions clients via direct advisor relationships.
- Company typePrivate
- Founded-
- HeadquartersSan Diego, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Wealth Strategy Partners, LLC does
Wealth Strategy Partners, LLC operates the WestPac Wealth Partners brand, a private wealth management firm headquartered at 5280 Carroll Canyon Rd, Suite 300, San Diego, CA (with firmographics listing Honolulu, HI), founded in 2007 with approximately 30 employees. The firm operates as an agency of The Guardian Life Insurance Company of America and delivers securities and advisory services through Park Avenue Securities LLC, a wholly owned Guardian broker-dealer subsidiary (FINRA/SIPC). Its core planning framework is The Living Balance Sheet, a proprietary client-facing tool that consolidates assets, liabilities, insurance, and estate planning into a single holistic view, complemented by a Resource Center of calculators, videos, and articles spanning retirement, estate, investment, insurance, tax, money, and lifestyle topics.
The firm serves four primary client segments — Business Owners, Medical Professionals, Professional Athletes, and Personal Solutions — through a sales-led, direct-advisor model in which financial representatives deliver personalized financial planning, retirement strategy, investment management, insurance solutions (including through WestPac Wealth Partners & Insurance Services, LLC, CA license #0I29680), and business valuations. Pricing is quote-based and not publicly disclosed, with multi-year advisory contracts and revenue generated through advisory fees and insurance commissions. The go-to-market combines a content/SEO-driven website funnel, community and event engagement, and bottom-of-funnel referral-driven advisor relationships.
The firm has been recognized by FORTUNE Magazine as the #1 Mid-Sized Company to Work For in the nation. Strategic posture is that of a captive, culture-led boutique under Guardian's distribution umbrella rather than an independent RIA, with product breadth inherited from Guardian/PAS and differentiation driven by advisor experience, persona-specific segmentation, and the branded Living Balance Sheet framework.
Wealth Strategy Partners, LLC firmographics
Firmographics- Name
- Wealth Strategy Partners, LLC
- Legal name
- WestPac Wealth Partners
- Website
- https://thewsp.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Wealth Strategy Partners, LLC operates the WestPac Wealth Partners brand as a captive wealth management agency of Guardian Life Insurance, delivering holistic financial planning through The Living Balance Sheet framework to Business Owners, Medical Professionals, Professional Athletes, and Personal Solutions clients via direct advisor relationships.
- Ownership category
- akta.pro rank
Where Wealth Strategy Partners, LLC is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealth Strategy Partners, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Financial Advisory and Wealth Management Services: The company generates revenue through financial advisory fees, wealth management services, and insurance products. As an agency of Guardian Life Insurance Company of America, they offer securities products and advisory services through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of Guardian.
- Insurance Products: Revenue generated from insurance strategies and products offered to protect clients' financial futures, including life insurance and other risk management products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized financial planning services tailored to individual client needs and complexity. |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Wealth Strategy Partners, LLC product offering
Product offeringCore offering
Wealth Strategy Partners, LLC operates as a financial advisory and wealth management firm delivering personalized financial planning services through a network of financial advisors. The firm provides comprehensive wealth management, retirement planning, estate planning, investment management, insurance, and tax planning services, with specialized offerings for business owners, medical professionals, professional athletes, and individual clients. The core planning methodology is centered on "The Living Balance Sheet," a holistic tool that integrates clients' assets, liabilities, insurance, and estate planning into a unified view.
Product overview
WestPac Wealth Partners is a financial advisory and wealth management firm that offers a comprehensive platform of services through a network of financial advisors. The core offering centers on The Living Balance Sheet—a holistic financial planning tool that integrates all aspects of a client's financial life. The company provides specialized solutions for distinct market segments: Business Owners, Medical Professionals, Professional Athletes, and Personal Solutions. Additionally, they offer an Emergency Savings program and Business Valuations service. Their resource center includes educational content through calculators, videos, and articles covering retirement, estate, investment, insurance, tax, money management, and lifestyle topics. The platform also provides access to comprehensive financial product platforms through strategic partnerships.
Differentiator
Problem solved
Functional benefit
Products and services
- The Living Balance Sheet A financial planning and wealth management tool that helps clients visualize and manage their complete financial picture, integrating assets, liabilities, insurance, and estate planning.
- Business Owners Solutions Retirement strategies and financial planning services tailored specifically for business owners to help them build and protect their wealth.
- Medical Professionals Solutions Investment strategies designed for medical professionals based on their risk tolerance, time horizon, and specific financial goals.
- Professional Athletes Solutions Financial planning services including insurance strategies to protect athletes' wealth and help protect loved ones from unexpected financial consequences.
- Personal Solutions Lifestyle-focused financial planning addressing work-life balance and comprehensive personal financial matters for individual clients.
- Business Valuations Business valuation services for business owners to assess enterprise value as part of wealth and succession planning.
Companies that use Wealth Strategy Partners, LLC
Customer profileSegments4 records
Ideal customer profiles4 records
Wealth Strategy Partners, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Wealth Strategy Partners, LLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Park Avenue Securities LLC (PAS)coreSecurities products and advisory services offered through Park Avenue Securities LLC, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. OSJ office located at 5280 Carroll Canyon Rd., Suite 300, San Diego, CA 92121.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
Wealth Strategy Partners, LLC competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key highlights5 records
Customer concentration
Wealth Strategy Partners, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Strategy Partners, LLC leadership team
Management profileNumber of profiles
Wealth Strategy Partners, LLC subsidiaries and ownership
Company hierarchySubsidiaries2 records
Wealth Strategy Partners, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Strategy Partners, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Strategy Partners, LLC
What does Wealth Strategy Partners, LLC do?
Wealth Strategy Partners, LLC operates as a financial advisory and wealth management firm delivering personalized financial planning services through a network of financial advisors. The firm provides comprehensive wealth management, retirement planning, estate planning, investment management, insurance, and tax planning services, with specialized offerings for business owners, medical professionals, professional athletes, and individual clients. The core planning methodology is centered on "The Living Balance Sheet," a holistic tool that integrates clients' assets, liabilities, insurance, and estate planning into a unified view.
Is Wealth Strategy Partners, LLC a public or private company?
Wealth Strategy Partners, LLC is a private company. It is classified as corporate owned and is currently operating.
When was Wealth Strategy Partners, LLC founded?
Wealth Strategy Partners, LLC was founded in -1.
Where is Wealth Strategy Partners, LLC based?
Wealth Strategy Partners, LLC is headquartered in San Diego, United States, in the North America region.
How does Wealth Strategy Partners, LLC make money?
Two revenue lines are on record. Financial Advisory and Wealth Management Services are the primary driver. The others are insurance Products.
Does Wealth Strategy Partners, LLC have an API?
No public API is recorded for Wealth Strategy Partners, LLC.