Founded in 1977 and headquartered in Orinda, California, WESPAC began offering retirement plan administrative services to closely held businesses. Today our company is a fully integrated firm, offering a multitude of services including:
We service hundreds of clients with thousands of employees throughout the West Coast through our offices in Orinda, Reno and Fresno. Since 2008, WESPAC has been a partner subsidiary of Focus Financial Partners. Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.
WESPAC was founded to deliver administration and recordkeeping services to retirement plans. Through WESPAC Plan Services, LLC, we still continue to offer the personalized service and creative level of plan design to small and mid-sized employers that the larger providers cannot. As a third party retirement plan administrator, we perform the duties necessary for a plan to comply with legal, regulatory, and the plan’s own requirements as set forth in the plan document.
WESPAC Plan Services provides third party administration and/or recordkeeping for qualified retirement plans, including defined contribution, defined benefit and other types of pension plans. In addition, WESPAC Advisors, LLC provides fiduciary, advisory, and benchmarking services to many of our retirement plan clients
WESPAC Advisors, LLC is a full-service SEC Registered Investment Advisor. In addition to advising retirement plan clients, our firm also directly manages client assets using our proprietary strategies or custom portfolios designed in concert with the client. Our financial planning services include comprehensive analyses in estate planning, financial independence and succession planning.
At a time when employee demographics and expectations are shifting rapidly, we assist corporate clients with a broad range of pension, healthcare, and employee communications issues.
