
WestPac Wealth Investments
Bringing you insights from WestPac Wealth Partners, a privately held wealth management firm dedicated to guiding clients through every aspect of their financial lives. Rooted in a client-first philosophy, we focus on turning your vision for the future into a lasting legacy.
With access to one of the most comprehensive financial product platforms in the industry, our team creates tailored strategies and life maps to help you build, protect, and grow your wealth. Recognized nationally for our outstanding workplace culture, we bring that same level of excellence and care to every client relationship.
Podcasting since 2025 • 13 episodes
WestPac Wealth Investments
Latest Episodes
AI and Your Portfolio
In this episode of WestPace Wealth Investments Podcast, your host, Joe DeLisi, dives into the buzz around artificial intelligence—and what it really means for investors. From Wall Street Journal headlines to insights from Harvard Business Revie...
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Season 1
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Episode 13
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12:23

The Magnificent Seven are Down to the Terrific Two
The “Magnificent Seven” stocks have fueled big returns in recent years — but are they really the future of your portfolio? Joe DeLisi breaks down why concentrated bets can be risky and why true diversification, rooted in data, remains the smart...
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Season 1
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Episode 12
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11:03

How Risk Premiums Shape Investment Outcomes
In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client...
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Season 1
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Episode 11
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10:14
