A Coordinated Approach to Wealth Management

Helping You Navigate Complex Financial Decisions

The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed financial education, and experienced asset servicing solutions.

$5.37B*

Assets Administered

40K*

Clients Served

$26B

Life Insurance Coverage

380

Teammates Worldwide

* Assets Administered by agency, represents in-force for life ins., disability income ins., 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.

**Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.

The Team Who Manage Your Wealth

About Us

Danny Recht, CEPA®

Wealth Management Advisor


Danny works with business owners, families, and professionals to help coordinate complex financial decisions through a disciplined, long-term planning approach. His experience includes business succession and exit planning, helping clients align today's decisions with tomorrow's goals.

Jalen Lee

FINANCIAL ADVISOR


Jalen works with individuals, families, and business owners to bring structure to complex financial decisions. He helps clients align financial strategies, improve coordination, and build a strong foundation for long-term planning.

Our Approach

Helping You Pursue Your Vision for the Future

Exploring a New Way of Thinking

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 help your future’s potential.

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.

Drawing Your Financial Blueprint

A blueprint of your current wealth status will be created to analyze your financial strategy, identify potential inefficiencies, and project likely outcomes of your current courses of action.

Strategic Execution

The innovative strategies we implement on your portfolio are tailored to your unique financial goals and designed to help optimize long-term growth potential.

Solutions for Every Stage of Life

Who We Serve

  • Business Owners

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Medical Professionals

    Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

  • Professional Athletes

    A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

  • Personal Solutions

    Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Helping Clients Navigate Complex Financial Decisions

Our Expertise

Estate

Manage personal affairs while you're alive and the distribution of wealth upon your death.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Strategies

Understanding tax strategies can potentially help you better manage your overall tax situation.

Client Returns Speak for Themselves

Our Clients

For the first time, someone actually connected the dots between my business and my personal finances instead of treating them separately.


Business Owner

San Diego, CA

Danny and Jalen made a topic I used to avoid feel manageable. I finally know what I'm working toward, not just what I'm saving.


Young Professional

Phoenix, AZ

They think about my career the way my coaches did, a short window that has to fund a much longer life.




Professional Athlete

Client of 8 years