In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in 2008 to a national firm with 220 advisors, nearly 400 team members, 30+ offices across 11 states, and over $5 billion in assets under management, Nash shares the remarkable growth story and unwavering investment philosophy that built it all.

Nash and Joe discuss:

• Why history always repeats itself in markets — and how a long-term, science-based approach beats speculation
• The power of global diversification, including international and small-cap value stocks
• Staying disciplined during market crashes (including their 2020 playbook that helped clients stay invested)
• Why protection-first planning, tax strategies, estate planning, and comprehensive wealth management matter more than chasing hot trends
• Nash’s personal journey from war-torn Bosnia to building a client-first firm in America
• The firm’s commitment to educating advisors and clients to do what’s right — not what’s popular

Filled with practical wisdom, candid stories, and refreshing honesty, this conversation reveals what truly sets Westpac Wealth apart: a leadership team that lives their philosophy and always puts clients’ long-term success first.

Whether you’re a client, advisor, or anyone serious about building lasting wealth, this episode is packed with timeless insights you can trust.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

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