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/

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/08/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Contact me today to learn more
06/05/2026

Contact me today to learn more

For many business owners today, retirement planning is important for both their own and their employees’ financial future

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that ma...
06/04/2026

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that may help you stick to your budget.

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
06/03/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready —...
06/02/2026

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-bei...
06/01/2026

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-being

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

The thought of receiving an unexpected inheritance sounds positively life-changing. But it's important to take the time ...
05/29/2026

The thought of receiving an unexpected inheritance sounds positively life-changing. But it's important to take the time to absorb the impact of your newfound money. Don’t spend impulsively; decide how you’d like to spend it over time.

An inheritance can make a big difference in your financial life, but creating a plan to manage that money can be daunting. 

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their c...
05/28/2026

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their communities, they also face challenges. Learn more about them and the steps we can take to overcome them.

Minority and women business owners have a unique set of skills and challenges.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/27/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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