General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
After more than a century of service, Trust Point has earned a reputation as a premier wealth management provider. Our mission is simple: to preserve and increase our clients’ wealth. How we do it is more complex—combining years of cultivated expertise and insights with innovation and an eye on the future.
Focusing on you allows us to create the best possible plan to reach your objectives. One size does not fit all, so all of our disciplined expertise is specialized to fit your financial needs. Ultimately, we have high standards. We value an open line of communication with our clients, and relationships built on trust and accountability. And as a fiduciary, our team works in your best interest, always. We do not succeed unless you do. We are invested in you.
We are a relationship-based company. We take the time to fully understand you, your financial situation and goals to create a comprehensive plan that reflects your values. Our holistic approach to wealth management encompasses:
We use the most current research and best investment strategies to manage your financial assets and investments.
We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.
Our professionals work to optimize your retirement horizon.
Our year-round professionals work to minimize your tax liability and execute the best strategies for you.
We provide guidance on transferring your business to family members or others.
Our CERTIFIED FINANCIAL PLANNERS® develop a summary of your current financial situation and create a plan to meet your goals.
We can help you make charitable gifts that work in your best interest or help establish and administer your family foundation to reach your philanthropic goals.
Every big dream requires investment – investment of your thought and planning, hard work, and valuable time. It also helps to invest in a partner you can depend on to guide you every step of the way. Trust Point has proudly served as that partner for more than 100 years. From investment management to retirement planning, business transitions to giving back to the causes you care about, our services are designed to help you reach your financial goals.
