Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.
Assets Under Management
Years in Business
Legacies Planned & Lives Changed
We are more than just a 100 year old wealth management firm. We are a team of professional, compassionate, and dedicated individuals focused on doing what is right for our clients, one another, and our community, By working with us, you will gain access to one of the largest and most diverse arrays of financial professionals to help you meet your goals. Our credentialed professionals take great pride in the quality of client service they deliver. They are guided by the same principles that have served Trust Point for over a century: outstanding personal service, uncompromised ethical standards and technical expertise.
Meet Our TeamThe full version of Market Point, our quarterly market commentary and overview of economic conditions, is now available. Click here to read…
Read MoreJust like physical health, financial wellness requires routine attention. Each year, you should review your assets and liabilities to accurately understand your…
Read MoreEmployer-based retirement plans provide a powerful mechanism for W-2 employees to reduce their tax liability and save for retirement. But far too…
Read MoreIn order to provide excellent service to all our customers, including those with disabilities, Trust Point’s website strives to provide an accessible experience for users of all abilities. If for any reason you are having difficulty navigating our website, please call 800-658-9474 or email [email protected]