WestPoint Capital Earns Spot on Forbes Top Wealth Management Teams Ranking
January 17, 2025
We are excited to announce WestPoint Capital has been recognized as a top Wealth Management Team of 2025 by Forbes and Shook Research. They ranked #40 of the Private Wealth Teams in…
Check Out More of WestPoint Capital Earns Spot on Forbes Top Wealth Management Teams Ranking
Josh Plank & Paul Tokarz named co-Managing Partners at WestPoint Financial Group
January 8, 2025
We are pleased to announce that Josh Plank and Paul Tokarz have been named co-Managing Partners at WestPoint Financial Group. This new designation signifies a shared commitment to providing outstanding…
Check Out More of Josh Plank & Paul Tokarz named co-Managing Partners at WestPoint Financial Group
Carmel Christkindlmarkt
December 20, 2024
Under twinkling lights, our Indy team came together with their families and clients to celebrate the season with an evening of glühwein, cookie decorating, and ice skating.
Jingle & Mingle
December 19, 2024
Our Jingle & Mingle event lit up the season as our Indy team came together for an evening filled with holiday cheer, laughter, and new memories.
Brunch with Santa
December 16, 2024
Our Chicago team and their families kicked off the holiday season in festive style at our brunch with Santa.
WestPoint Recognized as Top Investment Brokerage Firm
November 20, 2024
We are excited to announce that WestPoint Financial Group has been ranked 7th among Large Investment Brokerage Firms in the Indianapolis Business Journal’s Top 25 list for 2024!
Check Out More of WestPoint Recognized as Top Investment Brokerage Firm
Pumpkin Fest
October 10, 2024
Our Chicago team celebrated the season with family and friends, enjoying crisp autumn air, classic fall activities, and making unforgettable WPFG memories.
Disability Awareness Reds Game
October 2, 2024
Our Cincinnati team had a great time cheering on the Reds in support of Disability Awareness and championing inclusive fun for all.
WestPoint Rally
September 24, 2024
We hosted our annual WPFG Rally, uniting our entire firm to strengthen our purpose, ignite our entrepreneurial spirit, and celebrate our culture of excellence.
Live Mutual Week: WestPoint’s Day of Service
September 23, 2024
Our team volunteered at Gleaners Food Bank of Indiana and the Greater Chicago Food Depository where we assembled and packed food to be distributed to our local communities.
Check Out More of Live Mutual Week: WestPoint’s Day of Service
