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
WestPoint recognized as one of Chicago’s Best Places to Work
September 13, 2024
At WestPoint, our character, passion, and drive distinguish us in the financial services industry. We believe in the power of our people and are proud to be named one of Crain’s 2024 Best Places to Work.
Check Out More of WestPoint recognized as one of Chicago’s Best Places to Work
Introducing Tracey Allen Chief of Selection & Development
September 4, 2024
We are excited to welcome Tracey Allen to the WestPoint team. Tracey brings 15+ years of experience in the financial services industry, dedicating her career to cultivating leaders who excel…
Check Out More of Introducing Tracey Allen Chief of Selection & Development
18 WestPoint Advisors Earn Spots on Forbes Top Financial Securities Professionals Ranking
July 26, 2024
We are proud to announce 18 WestPoint Financial Group advisors based in offices across the Midwest have been recognized as Top Financial Security Professionals by Forbes and Shook Research. These…
Salty Cowboy Taqueria Dinner
July 24, 2024
Our Indy team had a blast celebrating our 2nd place win for Best Places to Work at the Salty Cowboy Taqueria. Congratulations team!
Disability Awareness Brewers Game
July 10, 2024
Our team had an incredible time hosting clients and their families at the Milwaukee Brewers game, enjoying an evening dedicated to promoting inclusivity and raising Disability Awareness.
Juneteenth Celebration – Milwaukee
June 20, 2024
WestPoint was honored to support Milwaukee’s Community Juneteenth Celebration, where everyone enjoyed live entertainment, delicious food and drinks, and proudly supported local Black-owned businesses.
Dan Baldwin Appointed as Chief of Financial Planning
June 18, 2024
We are excited to announce Dan Baldwin‘s new role as Chief of Financial Planning. This addition to the WestPoint ecosystem advances our 2030 vision of integrating holistic financial advisory with…
Check Out More of Dan Baldwin Appointed as Chief of Financial Planning
Juneteenth Celebration – Chicago
June 17, 2024
We hosted our fourth annual Juneteenth celebration. Our WestPoint family and clients gathered in downtown Chicago for food and drinks and live entertainment while proudly supporting local black businesses.
