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WestPoint Wealth Management Employee Directory

Financial ServicesOhio, United States11-50 Employees

WestPoint Wealth Management is a financial services firm based in Berea, Ohio. It provides a broad mix of insurance and investment products to individual and business clients across numerous communities nationwide, acting as a partner to help them navigate financial challenges.

The firm operates on guiding principles that include trust, integrity, accountability, patriotism, and tradition, and it aims for a professional, ethical approach to planning that covers all relevant financial considerations. Advisors undergo extensive training and ongoing education to craft strategies that integrate financial data with clients' motivations, ensuring the recommendations align with their objectives and beliefs. Staff actively participate in the communities they serve, engaging in charitable activities and local organizations.

Find WestPoint Wealth Management employees' phone numbers or email addresses

WestPoint Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

WestPoint Wealth Management's Leadership

  • Stylized image of a person
    K. C.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Investment Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Investment Advisor Representative
    Phone icon
    Mobile Phone

WestPoint Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WestPoint Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    Principal
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. H.
    Investment Specialist
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    M. E.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is WestPoint Wealth Management known for?

Minus sign iconPlus sign iconWestPoint Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 66 Front Street Berea, Ohio 44017 United States; you can contact the main corporate office by phone at
+1-440-975-****
. Explore WestPoint Wealth Management's company overview page for more information.

What is WestPoint Wealth Management's most common email format?

Minus sign iconPlus sign iconWestPoint Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WestPoint Wealth Management email formats with LeadIQ.

How many employees does WestPoint Wealth Management have currently?

Minus sign iconPlus sign iconWestPoint Wealth Management has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WestPoint Wealth Management's key employees and leadership?

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As of May 2026, WestPoint Wealth Management's key employees include:

  • Principal: K. C.
  • Investment Specialist: M. H.
  • Investment Advisor Representative: M. E.

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