Diego Lopes - WestPac Wealth Partners

Diego Lopes - WestPac Wealth Partners I guide inspired families and owners of closely-held businesses in making smart financial decisions

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License # 0M56081. Guardian, its subsidiaries, agents, and employees do not prov

ide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2023-1901/

Here are 5 facts about Social Security you absolutely need to know.
09/07/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even thoug...
09/04/2026

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this is...
09/02/2026

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

When employees are stressed about money, they are distracted and less productive. Business owners can help.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
08/31/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
08/28/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/26/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/24/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Is your retirement portfolio subject to “sequence of returns” danger?
08/21/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enj...
08/19/2026

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enjoy the retirement you’ve been saving for and retire with financial confidence.

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
08/17/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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