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Welcome to West Point Business Group

West Point Business Group is a financial services firm led by industry leading professionals focused on corporate retirement plans and individual clients. At WPBG we measure success in our client’s ability to accomplish their individual goals. Our mission is to be our clients’ financial strategist focused on the growth and protection of wealth.


Whatever your goals, We can help you get there

We understand that offering a competitive and truly beneficial retirement program for employees is vital to a company's ability to attract and retain valuable talent. We are focused on relieving the work-load regarding your fiduciary obligations while delivering measurable outcomes to increase participant retirement readiness.  

Retirement Plan Services

 

Wealth Management Services

Business Owner and Executive Solutions

Account Access

How we add value

Market Summary


401(k) Provider Evaluation & Benchmarking

We maintain an RFP/Fee Benchmarking Department committed solely to performing provider searches for investment management, recordkeeping services and fee comparisons. 

 

 

Investment Analysis & Screening

Our proprietary Scorecard System and Investment Due Diligence process is unique and leading-edge in that it uses a complete approach that not only takes into account risk adjusted return characteristics, but style, peer group rankings and various qualitative factors.

 

 Our Company

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