WestPoint Wealth Management

WestPoint Wealth Management is a financial planner in Berea, OH, serving individuals and families with comprehensive financial planning services tailored to long-term security. The firm specializes in investment management, retirement planning, estate planning, tax planning, insurance, and business services, including qualified retirement plans such as 401(k)s, SEP IRAs, and defined benefit plans. Clients include new graduates, retirees, and business owners seeking personalized strategies to achieve their financial goals. With a foundation in fiduciary principles, the firm emphasizes transparency, education, and client-centered guidance. It maintains a strong presence in the region, with offices across Ohio and a team of advisors with over 100 years of combined experience.

The firm was founded in 2013 by Curt W. Lindsay, inspired by the values of the West Point Military Academy, where his father served. This heritage informs the firm’s commitment to integrity, dedication, and inclusion, ensuring that all clients, regardless of background, receive equitable, high-quality financial advice. WestPoint Wealth Management’s PointForward 3-step plan guides clients through assessment, implementation, and long-term confidence-building. The team includes financial advisors with specialized designations such as CLU, ChFC, RICP, and LUTCF, supporting a broad range of financial needs. The firm also emphasizes community involvement through charitable and volunteer initiatives.

Located at 66 Front St in Berea, the business sits within walking distance of several key community landmarks. It is about 0.1 miles from the Berea Post Office, Cuyahoga County Public Library Berea Branch, Berea City Hall, and Baldwin Creek, and just a short distance from Heritage Park and the Berea Triangle, all within a quarter-mile radius.

While no specific strengths are listed in the score_strengths field, the firm’s foundation in fiduciary service, multi-office presence, and diverse team of certified advisors underscore its reliability and depth of expertise. Its focus on education, inclusivity, and long-term planning reflects a consistent, client-driven approach valued by the Berea community. WestPoint Wealth Management stands as a trusted partner in financial stability for residents of Berea and surrounding areas.