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We believe that a partnership should be a collaborative effort between firm and advisor. That both parties share a single vision: Deliver comprehensive financial planning in a way that is both ethical and client centric.

An advisor that is best suited for a partnership opportunity would have:
  • At least 2 years of industry experience, or equivalent.
  • A “planning” approach with their clients that balances both risk management and asset accumulation strategies.
  • A willingness to partner with other like-minded advisors.
  • A need to be inter-dependent.
  • A desire to build your business in an entrepreneurial culture. 
As an advisor, you would have access to:
  • A firm that is “easy” to do business with.
  • Concierge type support.
  • Potential revenue sharing.
  • A pay-out structure that aligns with your business needs.
  • Business coaching.
  • Target Marketing tools that expand your footprint to more qualified prospects.
  • Business succession planning.
  • Strategy Team Decision Making.
  • Multiple investment custodians and insurance carriers. 

Join the WestPoint Wealth Management team by learning more about what we do or by reaching out to us personally.