West Point Business Group Employee Directory

Financial ServicesFlorida, United States2-10 Employees

West Point Business Group operates in the financial services sector, offering retirement plan management for corporate clients as well as personal wealth management for individuals and families. The firm emphasizes helping clients achieve their goals by serving as financial strategists focused on growing and protecting wealth. Located in Jacksonville, Florida, the company positions itself as a provider of retirement plan consulting and comprehensive wealth management services to a smaller business and individual market.
The organization describes its services as spanning corporate qualified plan management and personal wealth management, targeting businesses seeking retirement plan expertise and individuals seeking wealth preservation. Recent developments cited in industry coverage indicate the company has undergone acquisitions, reflecting changes in ownership and corporate strategy within the retirement plan consulting space. West Point Business Group operates under a structure where securities and advisory products are offered through affiliated entities, while the firm itself maintains an independent stance.

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