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.
Take Your Kids to Work Day
May 3, 2024
Our team had a fantastic time welcoming their kids to the office for our annual Take Your Kids to Work Day.
A Special Songwriting Session with Mary Gauthier and Darden Smith
March 25, 2024
A Special Songwriting Session with Mary Gauthier and Darden Smith The Top Advisor group at our Kickoff morning session had the honor of working with singer/songwriters Mary Gauthier and Darden…
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Nashville Annual Kickoff and Recognition Celebration
March 21, 2024
We hosted our Annual Kickoff & Recognition Celebration in Nashville, where our firm came together to collaborate, inspire, and exemplify our core values.
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WestPoint Launches CFA Partnership Program
February 21, 2024
WestPoint Financial Group (WPFG) is proud to launch our Charter Financial Analyst (CFA) Partnership Program for advisors earlier this month. This program will grant WPFG advisors and associates direct access…
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WestPoint Capital Honored with Team of the Year from MassMutual
February 13, 2024
We are proud to announce WestPoint Capital has been honored by MassMutual as a 2023 Team of the Year winner in the formal balanced segment. This achievement recognizes both their…
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Jingle & Mingle
December 19, 2023
Our Indy team cam together at our Jingle & Mingle event for a festive evening of holiday cheer and camaraderie.
