Experienced Advisor Teaming
Strategic Growth Opportunities for Your Collaborative Practice
Redefine your team’s growth trajectory with the support of our dedicated teaming department, robust resources, and a culture built for collaboration. Amplify your strengths, expand your reach, and enhance the service you deliver to clients.
There’s Power in Partnership
With the right team behind you, you can focus on your strengths, deepen your impact, and build a more sustainable, rewarding practice.
Why WestPoint Financial Group?
Benefit from an open architecture that provides access to an expansive suite of services, a broad product shelf, contract choice, and partnership with a wide range of specialists — allowing you to maximize the value of your practice.
Strategic Growth Opportunities
We offer flexible contract choices that fit your business model and vision so you can run your practice with autonomy.
Competitive Compensation
Our team-compensation programs allow you to operate as a true business, with compensation and recognition that reflect your team practice and results.
Dedicated Teaming Department
Our Teaming Department offers personalized mentorship, operational support, and tailored teaming strategies.
Transition Support
Our onboarding specialists work closely with you to bring your book over smoothly, minimize client attrition, and keep your practice moving forward without missing a beat.
Succession Planning
Protect the value of the business you’ve built and ensure your clients are cared for long after you retire.
Culture & Leadership
Our collaborative culture fosters team growth and acceleration. We help you build a structure for long-term success, so you can stay focused on delivering exceptional value to your clients.
“Teaming at WestPoint allows us to create strategic partnerships that help our clients achieve their financial goals faster."
Take your team to the next level.
At WestPoint, there is room to grow. If you are interested in exploring a management career, we have development programs and support at each destination.
- Managing Associate
- Associate Partner
- Partner
- Senior Partner
Join an Award-Winning Workplace
Our inclusive culture and world-class resources makes WestPoint not only a fun, but thriving workplace. At WestPoint, we work hard to play hard and support each other like family.
Build together. Win together.
When you partner with WestPoint, everyone wins.
You’ve built more than a practice—you’re running a growing business. With a collaborative model, you can focus on your strengths while your team, and the resources of our firm, help deliver well-rounded solutions to your clients.
Enjoy direct access to our team of experts:
- Chief Investment Officer
- CPA
- Estate and trust attorneys
- Investment team and officers
- DI, Annuity, Life Insurance Specialists
- Business development specialists
“WestPoint’s teaming resources help us identify where we can think bigger, grow faster, and take our practice to the next level.”
The WestPoint Culture & Community
Culture is an essential part of what makes WestPoint a great place to work.
We’re dedicated to creating an environment that ensures every client and team member feels supported and valued. We hope you’ll join us.
Community Involvement
We are active members in our communities.
Mission, Vision and Values
The values and mission that shape every decision we make.
Affinity Groups
We are developing, mentoring and growing a diverse and inclusive team.
We’re Here to Answer Your Questions
Contact our team for additional support or guidance.
What are the benefits of teaming at WestPoint?
Whether you’re expanding your team or refining how you work together, WestPoint offers personalized mentorship, operational support, and tailored teaming strategies. Our flexible contracts and team-compensation programs mean you can run your practice with autonomy while leveraging our vast infrastructure of resources and experts.
Will you help my staff transition over?
Your team is important to us too, and we’re committed to setting them up for success. We provide dedicated resources to support your staff’s transition, including 1-on-1 training, ongoing development opportunities, and access to a community of over 200 advisor support professionals.
I’d like to retire soon. Is it worth transitioning now?
Absolutely. Our practice management consulting, retirement transition planning, and acquisition strategies—combined with a strong infrastructure for connecting you with junior advisors—ensure long-term continuity for your clients. Transitioning to WestPoint allows you to retire on your own terms with confidence.
I am a solo practitioner. Can I join an established team at WestPoint?
Teaming lets each person focus on what they do best—whether that’s relationship building, investment strategy, or planning. WestPoint’s culture of collaboration means that our formal teams are always ready to grow and accept new financial professionals.
By joining a formal team at WestPoint, you are able to offer clients more knowledge and expertise while spending time to deepen your specialty.
Be a Part of Something Greater
Reach out today and take the next step in your financial career.