Craig Westrick

Craig Westrick, CWS®

Sr. Private Wealth Advisor, Sr. Partner
Greenwood, IN
craig.westrick@bluetrust.com
(317)582-0700
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Craig Westrick is a senior private wealth advisor for the Private Wealth division and senior partner of Blue Trust. With nearly 20 years of experience in the financial community, Craig is responsible for providing direction and leadership to the Greenwood location of the Indianapolis, Indiana office.

As an experienced wealth advisor to individuals, families, and businesses, Craig uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Craig and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 1997, Craig served as the director of development for African Leadership and as a branch manager for Fifth Third Bank of Central Indiana. Craig earned his BA in economics from DePauw University.

Committed to his community, Craig serves as a founder and board member for Hoosier Christian Foundation, on the board of Centurion’s Watch, and Nehemiah Vision Ministries. Craig previously served on the boards of his local church, Carenet Pregnancy Center, and African Leadership.

Craig, his wife, Maria, and their five children live in Greenwood, Indiana. They are involved in initiating and supporting economically self-sustaining efforts in Haiti and inner city Indianapolis.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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