Personalized Financial Services for Individuals & Families
Build wealth. Protect your future. Support the ones you love. Whatever your goals are, WestPoint’s personalized financial services can help.
We Believe Bigger is Better
WestPoint is a large firm with a boutique feel, offering a premiere experience for our clients.
Personal Financial Strategy
Navigate Life with a Financial Professional You Trust
Managing your finances is about more than growing your wealth– it’s about protecting your family, preparing for life’s milestones, and feeling empowered to navigate the unknowns.
At WestPoint, you’ll get the confidence, clarity and expertise you need to meet your financial goals and prepare for the future.
Financial Strategies for Every Season
Everything we do starts with understanding you— your goals, your story, and your values.
Following a needs-based approach, our financial associates listen intently and thoughtfully customize strategies that grow with your ever-changing needs.
Family & Life Changes
Getting married, growing your family, or buying a home
Preparing for the Future
Retirement, education, and estate and legacy planning
Unexpected Hardships
Illness, disability, and job loss
Wealth Management
Saving, investing, and tax-efficient strategies
“Helping people achieve financial confidence is at the core of what we do.
We’re proud to build lasting relationships founded on trust and care.”
Personalized Financial Services 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.
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.
Discover Collaborative Solutions
Confidently achieve your short and long-term objectives with personalized guidance and holistic solutions.
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.
Evaluate & Evolve
We help monitor your strategy through open communication, regular check-ins, and ongoing guidance so that you stay aligned with your goals.
Comprehensive Financial Guidance
Financial Products & Solutions
WestPoint offers a full suite of services for individuals, businesses, and families.
Protection Planning
- Life insurance
- Disability income insurance
- Long-term care coverage
Wealth Management & Retirement Planning
- Stocks
- Bonds
- ETFs
- Mutual funds
- IRAs & annuities
- 529 college savings
- Social security optimization
- Retirement income planning
Legacy & Specialized Planning
- Estate planning
- Trust services
- Charitable giving
- SpecialCare℠ planning
“We do the right thing for the right people.
At WestPoint, we provide a unique experience for our clients because they are not only working with an advisor, but an entire team.”
Large-Scale Strength, Small-Scale Service
When you work with WestPoint, you get the power of an entire team — including 450 professionals who are supported by experts in investments, insurance, and advanced planning.
It’s all part of our promise: relevant experience, personalized attention, and outstanding resources — delivered with integrity that puts your needs above all else.
Frequently Asked Questions
What’s the process like to get started?
It begins with a conversation. We’ll meet with you to understand what’s important to you, clearly explain your options, and help you decide if working together feels like the right fit.
How often do we meet or review strategies?
Your life evolves — and your strategy should, too. We’ll check in regularly to make sure your tailored financial solutions stay aligned with your goals, and we’re always here when life throws a curveball.
What if I don’t know much about investing?
You don’t need to be an expert — that’s what we’re here for.
We’ll explain your options in straight-forward language and walk you through each step, so you feel informed and confident in your decisions.
What kind of financial services do you offer for individuals and families?
We offer a wide range of financial strategies — from life insurance and retirement income planning to wealth management, college savings, and legacy planning. Every recommendation is part of a client-centered financial service approach based on your values and life goals.
Is WestPoint tied to a specific company or product provider?
WestPoint is affiliated with MassMutual, but we’re not restricted to MassMutual products. That means we have access to a broad suite of solutions — and the freedom to choose the ones that fit your specific needs.
Why WestPoint?
Unlike other financial service firms, we don’t push products. We build relationships. And we’re here for the long haul.
WestPoint’s culture, family-business feel, and commitment to community, excellence, diversity, and inclusion offer our clients and our team members a better experience. You’ll never be just a number. You’ll be supported, seen, and understood — every step of the way.
How does WestPoint get paid?
Depending on the relationship with the client, our financial professionals are receiving a flat commission on brokering a product or are receiving a fiduciary advisory fee that coincides with the assets under management that they are advising on.
Let’s Talk About Your Financial Future
Connect with the WestPoint team and take your next step with confidence.
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An owner of a MassMutual policy or contract.