Jerry Strayve - WestPac Wealth Partners

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Our Client Experience

1. Exploring a New Way of Thinking
Our initial discussions with you are designed to determine if our financial philosophy is aligned to your personal & business objectives. We will engage in vision-building dialogues with you discussing your plans for the future and showing you a valuable new way of thinking about your financial strategy. We then work with you to articulate

a process that will fulfill on your future’s potential.

2. Gaining Knowledge
After envisioning where you want to go, we need to define where you are today. We will gather your financial information to create a clear picture of both your current and ideal financial position. This information provides a valuable instrument as we map a course toward your vision of prosperity.

3. Drawing Your Financial Blueprint
Using information you shared, we focus on your objectives and assess your current situation. A blueprint of your current wealth status will be created to analyze your financial strategy, identifying potential inefficiencies and projecting what the outcomes of your current courses of action are likely to be. This is a time for clarity, exploration, and growth, as you begin to realize the wealth of possibilities that exist for the future you are creating.

4. Generating Results
Here is where your future gains momentum. You begin to see the power that is available to you using WestPac Wealth Partners holistic planning process as your guide. The innovative strategies we implement on your portfolio are measurable and designed to help give you superior results instead of average product performance.

5. Co-Authoring Your Future
After our strategies have been integrated into your financial pathway, we want to hear what you have to say about the WestPac Wealth Partners experience. Since we work exclusively through personal introductions from our clients, we aim to enhance our process each and every time. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share this important process with those closest to you. We’re dedicated to your future and everyone in it. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. 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. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC. SCL_2017-05-24T15:41:45.142 Exp 5/19

07/19/2024

Click Below and INDULGE!
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06/23/2024

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05/25/2024

Get Ready For San Diego Pride! Check out these Reads!: https://books.bookfunnel.com/junepridereleases/62927ej5ks

Check out the free short stories for Mid-May

05/25/2024

https://books.bookfunnel.com/checkoutfreestories/y6wrbzbi9o

Check out the free short stories for Mid-May Searching for your next favorite story? Look no further! These bestselling authors have teamed up to offer a delightful selection of new books. Available for a limited time.

04/24/2024

One of my readers made my day when I received this review for FIRST SPOUSE OF THE UNITED STATES:

Hello! I just wanted to let you know I finally read “The First Spouse of the US” and it was one of the best book I’ve had the pleasure of reading! But damn the ending just totally hit me in the face and I was left gobsmacked, thinking “What the H&%l !!!” WOW. Thank you!

I replied back: Good News! There's More! Read the sequel, "POTUS DOWN"

01/05/2024

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New Year historical fiction discounts Searching for your next favorite story? Look no further! These bestselling authors have teamed up to offer a delightful selection of new books. Available for a limited time.

12/28/2023

2024: No New Year's Resolutions! I guess 2024 is not the first year you've thought about piling on a bunch of resolutions.

12/15/2023

Orwell's 1984 Reimagined & Artificial Intelligence Unmasked in "TERMS OF SERVICE" by Craig W. Stanfill - JR Strayve JROrwell's 1984 Reimagined & Artificial Intelligence Unmasked in "TERMS OF SERVICE" by Craig W. Stanfill Artificial Intelligence takes control and rules lives! This re-invented Orwellian classic foretells what could be our reality!

12/15/2023

Check out this mind-boggling read!

Thanksgiving Celebrations Seen Round the World

11/22/2023

Thou Shalt Bow Before the Fowl & Pig Skin on Thanksgiving!
https://jrstrayvejr.com/thou-shalt-bow-before-the-fowl-and-pig-skin-on-thanksgiving/

Thanksgiving Celebrations Seen Round the World Thanksgiving Holiday Celebrations Throughout the World

11/10/2023

Photos from Jerry Strayve - WestPac Wealth Partners's post

08/13/2023

Hillcrest City Fest 2003!
Hillcrest CityFest 2023 hillcrest

07/24/2023

07/22/2023

Got up early this morning to take a twenty four mile bike ride. I had a chance to see the festivities waking up, the took a beautiful trip along the

07/15/2023

06/08/2023

Women's Fiction Day! Check out Live FB!

Women's Fiction Day! Check out Live FB! I am taking part with Tamara Merrill in a Live Facebook presentation. It should be fun. You can dial in at 1 PM PST tomorrow:…

03/20/2023

LET'S MAKE IT REAL!

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03/12/2023

MADNESS?

MADNESS? 3650 Third Ave. Suite #3 San Diego CA 92103 USA Privacy Policy | Unsubscribe Unsubscribe | Change Subscriber Options

03/11/2023

Please join the Imperial Beach Library patrons and me for the presentation of the whistleblower book Broken Promises. Discussion, Reading, and Book Signing. Other books by San Diego author JRSTRAYVEJR are also featured!

03/02/2023

PEER INTO THE MONITOR

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03/02/2023

TAKE A LOOK BEHIND THE ROSE, PETAL BY PETAL

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01/10/2023

It's that time of year. Toss the guilt out the door and snuggle up. Worry about the abs and glutes when the weather warms up!

, , , , , Health&fitness

01/07/2023

Some Things are Free!

Some Things are Free! WHO SAID NOTHING'S FREE? 3650 Third Ave. Suite #3 San Diego CA 92103 USA Privacy Policy | Unsubscribe Unsubscribe | Change Subscriber Options

01/05/2023

Happy New Year!
So about the two books I have coming out in 2023. Keep an eye out for the Sequel to FIRST SPOUSE OF THE UNITED STATES. POTUS DOWN will be available for pre-order soon! Keep up to date by signing up for my newsletter at www.jrstrayvejr.com.

01/02/2023

HAPPY NEW YEAR, #2023! IS YOUR YEAR!

10/16/2022

Touched for the First Time

Touched for the First Time A VERY SPECIAL SALE FOR A VERY SPECIAL TIME Books by AuthorJR STRAYVE JR FIRST SPOUSE OF THE UNITED STATES BRAXTON'S CENTURY VOL 1&2 THE LIEUTENANT &…

10/08/2022

Holiday eBook Stocking Stuffers!

Holiday eBook Stocking Stuffers! A great selection of Genres: Romance / Billionaire, Romance / Comedy & Humor, and Romance / Contemporary Books by JRSTRAYVEJR:First Spouse of the…

09/24/2022

M/M SERIES STARTERS

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Telephone

+16199903649

Website

http://www.jerrystrayve.com/

Address

4275 Executive Square
San Diego, CA
92037

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