Jason Shapiro

Customized Strategies Defined by Financial Wellness Carefully Designed for Medical Professionals & Entrepreneurs

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Team Grit

“At our core, we value personal responsibility and a balanced work hard/play hard mentality. This combined with our collaborative approach helps our clients achieve financial independence through a step-by-step process, ensuring that they understand the methods behind each decision. Our passion lies in seeing our clients thrive and reach their vision of financial freedom in order to build the legacy they want to leave.” 
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Jason Shapiro

Customized Strategies Defined by Financial Wellness Carefully Designed for Medical Professionals & Entrepreneurs

Learn more

Team Grit

“At our core, we value personal responsibility and a balanced work hard/play hard mentality. This combined with our collaborative approach helps our clients achieve financial independence through a step-by-step process, ensuring that they understand the methods behind each decision. Our passion lies in seeing our clients thrive and reach their vision of financial freedom in order to build the legacy they want to leave.” 
Learn more

Jason Shapiro

Customized Strategies Defined by Financial Wellness Carefully Designed for Medical Professionals & Entrepreneurs

Learn more

Team Grit

“At our core, we value personal responsibility and a balanced work hard/play hard mentality. This combined with our collaborative approach helps our clients achieve financial independence through a step-by-step process, ensuring that they understand the methods behind each decision. Our passion lies in seeing our clients thrive and reach their vision of financial freedom in order to build the legacy they want to leave.” 
Learn more

Welcome To the Shapiro Team (Team GRIT) – Powered by WestPac Wealth Partners

Financial Strategies

Life Insurance Strategies

Education Strategies & Funding

Multigenerational Strategies

Insurance Protection Strategies

Retirement & Income Strategies

Disability Strategies

Estate Strategies

Jason Shapiro

Managing Director

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Kim Loane

The Chief of Staff

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Sandra Partida

Strategic Assistant & Registered Representative

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Danny Recht

Wealth Management Advisor

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A Resource in Building Your Financial Success

At WestPac Wealth Partners, we take pride in delivering cutting edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed financial education, and experienced asset servicing solutions.
WestPac has also been the recipient of numerous awards recognizing us for being an incredible place to work with a great culture. Want to know what makes WestPac so special?

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