Two men stand indoors, smiling and talking. One man holds a phone while the other gestures with his finger, wearing glasses on his head and a blue plaid jacket. Books are visible in the background.

Tailored Financial Services

Personalized Financial Services for Individuals, Families & Business Owners

Whether you’re planning for retirement, growing your business, or securing your family’s future, WestPoint provides expert guidance and tailored financial services to help you achieve your goals.

Get in touch Find a financial professional

You Bring the Vision, We’ll Help You Get There

Work with trusted financial professionals who listen closely, advise thoughtfully, and are dedicated to building long-term financial partnerships.

We provide a personalized, client-first approach to financial management backed by decades of industry experience, innovative strategies, and a culture of caring and excellence.

Four men in business attire stand in a group, conversing and smiling in a well-lit indoor setting.

The WestPoint Difference

Personalized Financial Strategy in Four Steps

Through our proven four-step process, we take the time to understand what truly matters to you and provide guidance that aligns with your goals.

The image shows a large, dark blue number "1" followed by a period, centered on a black background.

Explore Goals & Opportunities

By exploring what’s most important to you, we establish a trusting relationship and identify meaningful opportunities tailored to your financial journey.

The image shows a large, dark blue number 2 followed by a period on a black background.

Discover Collaborative Solutions

Confidently achieve your short and long-term objectives with personalized guidance and holistic solutions.

The image shows a large, dark blue number three followed by a period on a black background.

Set Strategies in Motion

We turn recommendations into action by utilizing top-tier resources and a broad spectrum of risk and investment products and services.

A large, dark blue number 4 followed by a period is centered on a black background.

Evaluate & Evolve

We help monitor your strategy through open communication, regular check-ins, and ongoing guidance so that you stay aligned with your goals.

Smiling man with short hair and a goatee wearing a light-colored checkered blazer and white shirt, standing in front of a blurred, bright background.

“What we do is so impactful.

We help people make decisions about their financial future that affect their family, their friends, their legacy, and generations to come.”

Larry Friedman, Partner

Client-focused financial solutions

Thoughtful Financial Strategy Designed Around Your Goals

Our team of qualified financial professionals offers the diverse resources and knowledge needed to serve any client that walks through the door.

A woman with brown hair smiles while seated at a table in a conference room with other people in the background.

Financial Solutions for Families & Individuals

Managing Personal Finances and Working Toward Long-Term Goals

From insurance to retirement, our associates listen intently and thoughtfully customize strategies that grow with your changing needs.

  • Life insurance and protection planning
  • Retirement income planning
  • Wealth management
  • College funding
  • Legacy and estate planning
  • Financial education and literacy
  • Special needs planning

Explore personal strategies

Financial Solutions for Business Owners

Managing Business Risk, Retaining Talent, and Planning for the Future

Receive tailored financial strategies that will support and protect the long-term success of your business.

  • Business continuation and succession planning
  • Employee benefits and retention services
  • Entity and capital structure planning
  • Advanced financial planning services

Explore business strategies

Two older men sit attentively at a meeting or conference, both wearing glasses and plaid shirts, with other people blurred in the background.

“I’m dedicated to making a positive impact on my clients’ lives every day.

It’s great meeting different individuals and dealing with new and exciting situations. Helping my clients and seeing the difference I can make in their lives is incredibly rewarding.”

Mitchell Todd, Financial Services Professional

Join the WestPoint Team

Be a part of something greater.

WestPoint offers a culture of growth, autonomy, and support — so you can build your practice without limits.

Explore Culture & Careers

A woman in a navy blazer and ponytail gestures with her hands while speaking, seated indoors near large windows and a presentation screen.
Two people wearing conference badges and lanyards are standing and having a conversation at an indoor event, with other attendees visible in the background.

We’re in the Relationship Business

Our team’s dedication to uncompromising integrity and stringent code of ethics places our client’s needs above all others.

We utilize a broad spectrum of risk and investment products to help our clients achieve financial goals for themselves, their families, and their business.

Connect with a financial professional

Tailored Financial Services

Let’s Talk About Your Financial Future

Connect with the WestPoint team and take your next step with confidence.

Get in Touch