Western Pacific Wealth Management, Lp

Western Pacific Wealth Management, LP is an investment advisory firm founded in 2010 by William Andersen. The firm manages approximately $217 million in client assets as of December 31, 2024. Western Pacific offers investment advisory services to high-net-worth individuals, foundations, and donor-advised funds. The firm's investment strategy focuses on establishing an Investment Policy Statement tailored to clients' financial positions, goals, and risk tolerance. Asset allocation primarily includes equities, fixed income, and cash equivalents, with investments selected through a thorough research process. The firm manages equity portfolios in a global dividend strategy and offers Artificial Intelligence Investments Segregated Accounts. There is no preset minimum account size, but most clients have balances over $1 million. Management fees are charged at a fixed percentage of assets under management, typically 1% annually. Western Pacific acts as a fiduciary, putting clients' interests first and disclosing potential conflicts of interest. Clients have investment discretion, and the firm does not charge performance fees. The firm's investment philosophy emphasizes long-term focus, equity investments, and managing volatility. For additional information, clients can request a copy of the firm's ADV by contacting (847)987-8015.