Take Your Kids to Work Day
April 25, 2025
Our team had wonderful time welcoming our next generation of leaders during Take Your Kids to Work Day!
Paul Gassel Earns Spot on Forbes Top Wealth Advisor Ranking
April 16, 2025
We are thrilled to celebrate Paul Gassel on being named a Top Wealth Advisor by Forbes and Shook Research. This prestigious recognition highlights not only his expertise but also his…
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Nicole Hobson Recognized in MassMutual’s Top 10 Women in Financial Planning and Disability Insurance (DI)
April 14, 2025
We are proud to share that Nicole Hobson has been recognized as one of MassMutual’s 2024 Top 10 Women in both Financial Planning and Disability Insurance (DI). As a top-performing…
WestPoint Kickoff
March 25, 2025
We hosted our annual WestPoint Kickoff in Nashville, where our firm came together to celebrate our culture of excellence.
March Madness
March 24, 2025
Our team and clients had a blast enjoying the ultimate game-viewing experience at our annual March Madness viewing parties.
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…
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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…
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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.
