Craig J. Caimi, Wealth Management Advisor, WestPoint Financial Group

Craig J. Caimi, Wealth Management Advisor, WestPoint Financial Group Knowledge is the key to a successful financial future. I pride myself in getting to know my clients.

As another year comes to a close, many people begin thinking about what matters most going forward. Whether that’s suppo...
10/06/2026

As another year comes to a close, many people begin thinking about what matters most going forward. Whether that’s supporting family, creating a lasting legacy, giving back, or pursuing new opportunities, year-end can be a meaningful time to revisit your goals and plans. Let’s connect and talk about what’s ahead.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
07/28/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

07/24/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

07/21/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
07/17/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
07/14/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
07/10/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
07/07/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/30/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/26/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

Address

30 S Wacker, Suite 2700
Chicago, IL
60606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13123562183

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