Our intentional focus on creating a supportive and inclusive firm starts with a diverse team. We believe that if we reflect our clients’ backgrounds, thoughts, values, and beliefs, we will better understand and serve their needs.
Legacy Wealth is a specific and dedicated approach to protecting, growing and preserving wealth specifically in diverse communities. WestPoint is aiming to change industry statistics as it relates to the “face” of the advisor community; ultimately transforming wealth in the communities we serve. To learn more, connect with:
Andrew Ward
Chief of National Development
Women of WestPoint is a group of leading female financial professionals with the unifying purpose of creating a space to collaborate, network, and learn. Women of WestPoint is defined by the importance of women owning their success and career growth, while intentionally diversifying the landscape of the financial services Industry.
Emma McRoberts Huke
Financial Planner
WestPoint Rise was created for new advisors who have shown promise in the beginning of their career. Our successful advisors know the power of good mentorship and look forward to providing that same leadership to strong up and coming advisors. This elite study group meets once a month and focuses on goal making, accountability and practice development.
Emma McRoberts Huke
Financial Planner
Our LGBTQ+ affinity group is dedicated to fostering an inclusive and equitable workplace for all. Our mission is to empower LGBTQ+ financial professionals and serve the LGBTQ+ community. Through mentorship, professional development, and advocacy, we aim to create an environment where LGBTQ+ financial professionals can reach their full potential and contribute their unique perspectives to the financial services industry. Additionally, we recognize the importance of financial well-being within the LGBTQ+ community. We support and serve this community through outreach, education, and tailored financial solutions. We strive to be a trusted resource, ensuring that the LGBTQ+ community receives guidance and financial services that empower them to achieve financial goals with confidence.
Morgan Lougee
Financial Advisor
Our SpecialCare Planners are financial services professionals who have a focus on special needs planning. Our mission is to help educate families and caregivers of people with special needs about the importance of creating a Life Care Plan to help provide a secure financial future. Preparing for the future of individuals with special needs can be complex. Our SpecialCare Planners have advanced training in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs.
Gordon Homes
Financial Advisor, CFP