I founded WestPoint Wealth Management in 2013, inspired by the values and inclusion exemplified by the WestPoint Military Academy, where my father proudly served. Since then, we have grown significantly, expanding to four office locations and attracting a team of advisors with diverse backgrounds and specialties. Our advisors bring 100+ years of combined experience to the table, offering expertise across a wide range of financial disciplines. This growth and expertise enable us to provide top-notch financial guidance and support to help our clients work towards achieving their financial goals with precision and care.
Curt W. Lindsay
Managing Director, Investment Advisor Representative
We are committed to acting as fiduciary financial advisors who prioritize transparency and client education. Our approach is rooted in comprehensive financial planning, which serves as the cornerstone of our services. We guide and educate our clients through every step of their financial journey, transforming their financial goals into reality. By incorporating a wide range of financial products and resources tailored to each individual’s needs, we strive to help our clients live the life they envision. Our philosophy centers on customized, hands-on services, allowing us to create personalized financial strategies for each client.
Our mission is to provide inclusive financial services that walk our clients through each step of their financial journey. We welcome clients of all account sizes, ensuring that everyone has access to high-quality financial advice and support. We are dedicated to walking our clients through each step of their finances, educating them on the best options for their unique needs and goals. By treating clients like family, we aim to help them live the life they want and secure their future. You can count on us to be by your side through it all, committed to helping you achieve financial success and peace of mind.
Managing Director, Financial Advisor, Investment Advisor Representative
Director, Financial Advisor, Investment Advisor Representative
Financial Advisor, Investment Advisor Representative
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.
WestPoint Wealth Management was built on the values and principals of its founding members; trust, integrity, accountability, patriotism and advocacy.
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