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.
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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…
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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…
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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.
WestPoint Ranked 2nd Place in Indiana’s Best Places to Work
June 6, 2024
We are excited to announce that WestPoint Financial Group has won 2nd place in the Large Companies category of the 2024 Best Places to Work in Indiana. This prestigious recognition underscores the dedication, passion, and collaboration of our entire team. It reaffirms our belief that our people are our greatest asset.
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Financial Planning Summit
May 6, 2024
At our Financial Planning Summit in Chicago, our team had the opportunity to share best practices and gain insight into the wide array of resources within our Financial Planning department.
