WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus 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, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.
Vladimir Kulenovic
Success, for me, is about leaving a lasting, positive impact on the lives of people around me. In my role as the Managing Director and Wealth Management Advisor at WestPac Wealth Partners, my team and I collaborate with clients to craft the future they desire while honoring their most significant commitments.
My practice focuses on simplifying complexity, particularly in helping clients build multigenerational wealth. I emphasize Preservation and Appreciation of Capital, Asset Protection, Strategic Income Tax Planning, Risk Management, and Advanced Estate Planning. I proudly serve owners of closely held businesses, professionals, entertainment personalities, and non-profit endowments.
Before joining the dynamic team at WestPac, I honed my skills as a dedicated Financial Planner at Prudential Advisors and Thrivent Financial. My journey into wealth management took a non-traditional path, stemming from an international career as a renowned orchestra conductor. This unique background instilled in me the qualities of a great listener and collaborative leader.
Recognized as the "Chicagoan of the Year" by the Chicago Tribune in 2015 and a recipient of the Sir Georg Solti Award, I held leadership positions with orchestras in the U.S., Europe, and Asia. Engaged in philanthropic efforts, I played a role in cultivating social change within communities. I have performed in esteemed venues such as Lincoln Center in New York, Chicago Symphony Hall, Concertgebouw in Amsterdam, Teatro Real in Madrid, Kyoto Symphony Hall, and the National Concert Hall of Taiwan, collaborating with world renowned orchestras.
Jacob Lee
Jacob has been an advisor in financial services since 2018. Integrity and loyalty to clients and colleagues are the driving factors in Jacob's practice. His passion is working with clients to build trusted relationships that translates into financial success and bringing clarity to the complex world of wealth planning.
The purpose of Jacob's client experience is to provide transparency on their financial situation and goals through safe open discussions and education. Once client's goals are organized, he collaborates to align financial decisions with those goals. Then provides factual validation to back up the advice instead of another opinion. Through the financial planning process, clients are able to make informed choices that protects, accumulates and distributes assets and income.
Jacob resides in Chicago, IL with his wife Molly. They married in September of 2023. When he's not working, he likes to cook, go canoe camping, and play tennis.
General Information |
| Firm Start Year: | 2007 | |
| No. of Employees: | 100-499 | |
| Name of Broker/Dealer: | Guradian/Park Avenue Securities |
| States Licensed in: | IL, PA, MA |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Foreign Languages Serviced: | Korean |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Phone, Video Conference, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 36,000 |
| Assets Managed by Firm: | $3,400,000,000 |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
Education |
| Bachelor of Arts | McGill University
- Montreal 09/01/2010-06/01/2014 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Chicago, IL, Philadelphia, PA, Boston, MA, San Diego, CA |
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