WestPac® Wealth Partners (Lake Oswego)

"Bryan is an amazing person who provides the highest level of service I have ever experienced, in over 30 years as a CEO. His unique system helps you make sure that the things you spend money on are the highest priority items. Bryan showed me how to reallocate my expenses to not only save money but also to drastically improve my protection against liability. Thank you Bryan!"

"My experience working with my WestPac advisor has far exceeded my expectations. The focus of our relationship has always been around my family’s values, goals and concerns. Prior to becoming a WestPac client, I was unsure of many of our financial decisions. Now, I feel like we have a clear plan and a person that is committed to guiding us every step of the way. I am grateful to have found an individual advisor and a firm that I can confidently partner with to ensure our family’s financial health both now and in the future."

"Please don't trust them when they tell you that they are financial fiduciaries. I worked with Rachel Novak who enlisted the help of her friend Jonathan Barrera from their San Diego office to sell us an inappropriate plan that would ultimately bring serious financial harm to our family. They earned huge commissions from what they did while my family's best interests were clearly not served. We were left feeling like we had been scammed by thugs."

"Just wanted to express my appreciation for you having solar panels on your business roof as shown on Google maps."