Wealth isn’t built overnight. It takes time, commitment and expertise to develop and implement effective financial plans. It also takes a strong understanding of each clients’ financial picture and goals. We take the time to get to know you and understand what you want to achieve. We believe our relationship-based financial services are critical and often the reason for our clients’ success.
Trust Point has evolved as the financial industry has changed during the last 100 years, but our values remain the same. We rely on the fiduciary standard as our guide and build long-lasting relationships by delivering unmatched service, uncompromised ethical standards and industry-leading expertise. We take great pride in your success.
Since our founding in 1913, Trust Point has been successful by following a simple philosophy: “In doing what is best for our client, we will be doing what is best for Trust Point.” As we look forward to the next 110 years, we expect a lot will change. One thing that won’t change is our dedication to doing what is best for those we serve.