A complete list of active advisors currently associated with WestPoint Wealth Management, LLC

Warmer can help you find a great advisor at WestPoint Wealth Management, LLC or one who fits your needs even better.

WestPoint Wealth Management advises individuals, high‑net‑worth clients, and trusts, delivering asset management, financial planning, and retirement-plan (ERISA) advisory services. The firm also facilitates relationships with third‑party managers and offers educational seminars and workshops for the public. WestPoint provides both discretionary and non‑discretionary asset management, and, as disclosed in its brochure, the firm’s assets under management were $6 million in discretionary accounts versus $97 million in non‑discretionary accounts as of December 31, 2025. Investment analysis includes fundamental approaches and modern portfolio theory, and the firm monitors third‑party managers it recommends while acting as a liaison to those managers when appropriate. Distinctive features noted in the brochure include advisors’ outside business activities as licensed insurance agents and registered representatives who receive commissions, and the firm’s receipt of referral fees from third‑party managers and platform providers such as AssetMark, SEI, and Orion. These external compensation arrangements and the firm’s paid public seminars are disclosed in its ADV and identified as potential conflicts of interest that WestPoint says it mitigates through disclosure and firm procedures.

To learn more about the advisors currently working at WestPoint Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.