Wespac Advisors

EST. AUM
$1,205,882,013

CONTACTS
2

CLIENT ACCOUNTS
642

Firm Details

Metro area Las Vegas
CRD Number 148242
Website wespacadvisorsllc.net
Client types

Overview

Since 1977, WESPAC has been an industry leader in retirement plan consulting, investment advisory, and health & welfare benefits. Its premier record keeping technology and professional service have enabled the firm to grow steadily for over 30 years. WESPAC's fiduciary and consulting expertise ensures its clients receive optimal service, as well as, cost-effective solutions. In today’s world, WESPAC must adapt quickly to change, but understands that often clients can lose their voice in the process. Its commitment is to connect with clients and to reach creative and appropriate solutions for every situation. This is what distinguishes WESPAC from others, as everyone’s situation is different. While its solutions must evolve with new legislation and technology, WESPAC's professionals work with clients to simplify employee benefits tasks and to determine what best fits their needs. At WESPAC, it is not just industry standard. It brings clients the knowledge and experience of a large firm with personalized service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wespac Advisors

Platform Details

Investment Preferences

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