Wealth Strategy Partners
For a younger company, Wealth Strategy Partners is moving fast. Founded eight years ago, the financial services firm employs over 50 financial specialists in Hawaii and has expanded to seven additional locations on the mainland.
“Our approach is fundamentally different,” explains Vladimir Sasic, Managing Partner of the Hawaii office. “Our clients choose to work with us because we guide them with making smart financial decisions working in teams instead of as individuals—which brings a treasure trove of experience and perspective to their personal financial situation. Our associates love working here because we’re driven by process, instead of products. Our goal is to function as personal chief financial officers for each and every one of our clients, and that really sets us apart in our market.”
Wealth Strategy Partners fills a void in the financial services market by carving out its niche with small business owners and professionals. “Here in Hawaii we also work with a lot of closely held family businesses,” Sasic says. “That’s a particularly tricky area because it’s hard to distinguish where business finances end and personal finances begin. We bridge the gap by offering the full suite of services that work for both categories.”
Sasic credits the remarkable WSP leadership team with his company’s growth. And he credits a culture of teamwork and achievement—along with generous benefits packages and unlimited earning potential—with his ability to recruit and retain a motivated workforce. The company, which hires based on savvy wealth management experience, solid communication skills, and an entrepreneurial mindset, is expecting to grow again in 2015 and will recruit another wave of wealth management advisors. To learn more, visit www.thewsp.com today.
677 Ala Moana Blvd. Suite 720
Honolulu, HI 96813