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Our Mission, Vision, and Values

At WestPoint, caring for people is our special sauce.

We are a family-first business dedicated to providing personalized service, building genuine relationships, and consistently doing what’s right for our clients and team members.

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Mission

We bring financial wisdom and clarity in a world of infinite information.

Vision

We want to be recognized as the financial services firm that continuously evolves to reflect the communities we serve.

Values

We are good people that are defined by excellence. We work together to be next level in all that we do.

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Our Mission

Inspiring Success Through Financial Wisdom & Clarity

WestPoint offers comprehensive financial management services and tailored financial strategies for individuals, families, and business owners.

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A Trusted Community Partner

Our Vision

Empowering & Reflecting Our Communities

Local businesses and residents rely on us to help them secure their financial futures, but our commitment doesn’t end there.

Through charitable organizations, meaningful civic events, and the time and resources we invest, we are dedicated to better serving and giving back to our communities.

Paid in dividends to clients who own eligible participating whole life policies with MassMutual. 1
$ 0 M
Paid in life insurance benefits to our clients. 2
$ 0 M
Paid in disability income insurance benefits to our clients. 3
$ 0 M
Assets under advisement. 4
$ 0 B

Building community through our affinity groups

By building a more diverse and inclusive firm, we believe we can better understand and serve the needs of our clients.

We have many programs in place to develop, mentor, and grow advisors from diverse backgrounds, including specialized affinity groups for community building within WestPoint.

Learn more about our affinity groups

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“WestPoint is a differentiator because we make a very serious commitment to communities that are underrepresented in the financial services space.”

Andrew Ward, Chief of National Development

Our Values

Great Outcomes Begin with the Right Mindset

Learn how our values drive every decision we make.

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Good People

We put relationships first— listening intently, acting with integrity and treating each other like family.

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Defined by Excellence

We set the bar high through world-class training, robust resources and an uncompromising code of ethics.

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Working Together

Collaboration fuels our success. Our professionals share their diverse expertise with one another, leading to better outcomes for our clients and continuous growth for our staff.

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To Be Next Level

We champion innovation and continuous improvement— embracing new ideas, technologies and perspectives to elevate every client and advisor experience.

Let’s Talk About Your Financial Future

Connect with the WestPoint team and take your next step with confidence.

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  1. The amount of dividends to whole life policyholders in 2024.
  2. Amount of individual life insurance claims paid from 1/1/23 to 12/31/24 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  3. Amount of disability income insurance claims paid from 1/1/23 to 12/31/24 related to products issued by Massachusetts Mutual Life Insurance Company
  4. As of 12/31/24. Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment
    products offered through MML Investors Services, LLC, a MassMutual subsidiary. Does not include MassMutual proprietary products or third-party investment advisor programs.