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  • Joe DeLisi

A New Year Brings New Opportunities and Changes to Joe DeLisi and WestPac Wealth Partners

Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names meant literally nothing to any of us. Seriously, what’s in a name? What in the world is a “Twitter” or a “McDonalds”? By themselves those mean nothing. If Facebook would have been a bad product or technology we would never have heard of it...or it would have been a punchline like “Myspace” has become.


So, what exactly is my previous agency, or what is WestPac Wealth?” The answer to the first one is the agency I have done business under for years and the latter is the one I’ve been doing business under since last July. But what does that mean to my clients? LITERALLY NOTHING. In 2000 I was working under a different agency; when I decided to leave Washington DC, I left that name behind and moved to Chartwell Financial Group in Memphis, TN. Do you know how many of my clients needed to change their accounts I managed for them? Not a single one. How many of my clients’ statements looked different? Again, NONE. How many of my clients needed to get used to new logins or a new planning methodology? You guessed it….not a single one of them.


Why is that?


The answer is simple. None of my clients needed to change any of their accounts or financial plans with me because I have not changed who I am since July 1, 2000. I’ve been in this business since 1998, but for the past 20 years, no matter what the name on the top of my clients’ statements said, I have been doing business with the same broker dealer the entire time. This is true no matter what city I live in and no matter what the name on the front door says.


In the next few months you will see a slight change when you log into your accounts online and when you receive statements in the mail. Instead of my previous agency name you will see WestPac Wealth. WestPac Wealth Partners has offices all over the West Coast, and by moving my business name under it I am able to open my business to more clients in more states.


Names don’t mean anything. The work we do does. I’ve led my team for the last 20 years, and I’ll continue to do so in the exact same way that has made us the choice of all of our clients. We don’t care what you call us...we just care that you call us! We have one purpose: to do what’s best for the client. We will never deviate from that, listen to the crowd, or cower to what our clients hear on the radio or read on the internet. Our job is to build balance sheets for people and help save them from financial failure. That hasn’t changed for 20 years, and it won’t change when the name on our email and statements change to WestPac. Your accounts will be the same, your login information remains the same, and your PLANS remain the same. We are here for you now just as we have been for the the last 20 years and hopefully for the next 30+ years.


If you have any questions about any of this, as always, call me or email me...my old email still works but for those who would like updated emails and phone numbers please use my new information.


One final note: the absolute best way to reach me is email. In today’s technological environment, email is the most secure and efficient way to reach me. However, we did recently add a 24/7 mobile office number if you need to speak with me directly.



Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. 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, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0D34103. | 2020-91947 Exp. 01/22



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This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. 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 a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.  WestPac Wealth Partners, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

 

CA license number 0D34103

 

AR license umber #2195027

Important Disclosures 2020-103224 Exp. 06/22  | Terms of Use | Online Privacy Policy