Comprehensive Financial Planning
Initial Assessment
We start with an in-depth session to understand your financial goals, needs, and current situation, allowing us to construct a personalized plan for your financial future.
Planning and Education
We ensure you are well-informed and confident in your financial decisions through comprehensive planning and our educational insights.
Implementation
We work diligently to execute your personalized plan, utilizing a range of financial products and resources to achieve your financial goals.
Experience the confidence that comes with a well-crafted financial plan and let us guide you towards a more secure and prosperous future.
Comprehensive Planning
We believe that comprehensive financial planning is the cornerstone of achieving long-term financial success. Our PointForward 3-step plan provides a thorough and personalized approach to your financial well-being.
Fiduciary
As fiduciary advisors, we prioritize transparency and client education through comprehensive financial planning. Your best interests are our top priority in every decision.
Inclusive
We are committed to helping clients of all types, be it a new graduate or a new retiree, achieve their financial goals with personalized strategies. We value inclusivity and ensure all our clients receive the same opportunities.
Who We Are
WestPoint Wealth Management carries a legacy inspired by the values of West Point Military Academy, where our founder’s father proudly served. This heritage motivates us to provide exceptional financial guidance with integrity, dedication, and honor.
Services
Giving Back
Through active involvement in charities and volunteer work, we strive to support and uplift our community. Join us in our mission to create a better, brighter future for all.
BEREA
66 Front St.
Berea, OH 44017
T: 866.640.7908
MIDDLEBURG HEIGHTS
7155 Pearl Road,
Suite 202
Middleburg Heights, OH 44130
T: 440.842.7750
WILLOUGHBY
4139 Erie Street
Willoughby, OH 44094
T: 440.975.0100
UTICA
42 S Main Street
Utica, OH 43080
T: 740.334.1526
