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.

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.

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your li...
06/23/2026

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.

06/18/2026

Planning isn’t a one-man show. I'm here to help you get ready for what’s next. Reach out and let’s start game planning together.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/02/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape —...
05/29/2026

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape — through planning, saving, and smart decisions.
And with retirements now stretching 25–30 years or more, having a plan built to go the distance matters.

Let’s talk about what you need and how to create a retirement strategy built to last.

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

Website

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