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