WestPoint Private Client Group’s wealth management platform provides a real-time financial dashboard for every client through a secure private web portal.

Current clients click on the link below to log-on to your private web portal.

CLIENT LOGIN

Stay informed~Avoid big surprises~Simplify your life.  
Wealth Management Solutions click to learn more.

Q: What are the benefits of having a single access point for information and reporting?

A: For people who have multiple accounts and perhaps several advisors in different areas, keeping track of all that can be difficult. In addition, your overall objectives and asset allocation may be out of alignment if there is no central point to measure your progress and investment objectives.

Q: What is the role of the WestPoint Private Client Group on an ongoing basis?

A: Our job is more than sending out statements and reports. As a planning team, our role is to keep your goals and objectives in view at all times. This wealth management approach helps us evaluate and assess the progress we are making in accomplishing those goals.

Q: How do you work with other professional advisors such as Accountants and Attorneys?

A: We are able to do our best work when we have the chance to collaborate with the rest of the clients’ advisory team. We encourage those advisors to be a part of the planning process and share in the creation and implementation of the plan. In addition, our wealth management platform allows any other professional the client gives permission to have access to their information via their secure web portal.

Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Nevada, New Jersey, New York, Ohio, South Carolina, Virginia, Washington DC, Wisconsin. Kevin Clasen, CA Insurance License #0F96018; State of Domicile IN

We are registered to sell securities* in the following jurisdictions:  Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin 

Securities Disclosure
Scott W. Eckart, Kevin Clasen, and James C. Brocke are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., member FINRA/SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Telephone: 317-469-9999.

CRN201009-107647