Investment Management

We offer a range of investment options and professional advisory services to ensure your portfolio is well-diversified and aligned with your risk tolerance and objectives.

ETFs / Mutual Funds / Stocks / Bonds / REITs

ETFs: Offer access to global markets and indexes through a basket of securities, similar to a mutual fund, but trades on an exchange, similar to a stock, often with low management fees and opportunities for tax efficiency.
Mutual Funds: Pooled investments that provide exposure to a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers.
Stocks: Ownership shares in companies that offer potential growth through capital appreciation and dividends.
Bonds: Fixed-income securities that provide regular interest payments and return of principal upon maturity.
Real Estate Investment Trusts (REITs): Investment vehicles that allow you to invest in real estate properties and receive a share of the income they generate, providing diversification and potential income.

Investment Advisory Accounts / Private Wealth Management

Investment Advisory Accounts: Flexible accounts that allow you to buy and sell a wide range of securities, including stocks, bonds, mutual funds, and ETFs. Our platform provides you with the tools and resources to manage your investments independently or with professional guidance.
Private Wealth Management: Tailored wealth management services for high-net-worth individuals and families. Our dedicated advisors offer personalized financial planning, investment management hedging strategy, and estate planning services to help you preserve and grow your wealth.

Portfolio Analysis and Strategy

Portfolio Analysis: Comprehensive review of your current investment portfolio to assess its performance, risk level, and alignment with your financial goals. We identify areas for improvement and recommend adjustments to optimize returns.
Strategic Asset Allocation:: Developing a strategic plan for distributing your investments across various asset classes to balance risk and return. We consider factors such as your risk tolerance, time horizon, and market conditions.
Ongoing Management and Review: Regular monitoring and rebalancing of your portfolio to ensure it remains aligned with your goals. We provide detailed performance reports and conduct periodic reviews to keep your investment strategy on track.

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WestPoint Wealth Management was built on the values and principals of its founding members; trust, integrity, accountability, patriotism and advocacy.

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Advisory services offered through WestPoint Wealth Management LLC, a Registered Investment Advisor | Disclosure