General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
We’ve been helping individuals, families, and business owners, typically with over $1 million in investable assets, simplify and secure their financial lives for over 100 years. As a fiduciary, we always act in your best interest. From retirement and investment strategies to estate planning and tax strategies, our team takes the time to understand what matters most to you—and builds a plan that supports it.
Trust Point offers a wide variety of financial services, including:
Trust Point is an independent trust company which enables us to put our clients’ needs first and allows us to avoid any conflicts of interest. Trust Point does not collect commissions from or share revenue with any investment that we utilize or recommend for our clients. Instead, we use a tiered fee structure that’s based on your portfolio’s size.
Simply stated, when we act on your behalf, you can be sure we are acting only in your best interest and the only way we succeed is if you do.
Life is filled with important moments — weddings, graduations, growing families, retirement, and everything in between. Behind each of these meaningful moments are financial decisions that shape your future. We provide comprehensive wealth management, investment management, financial planning, and trust and estate services designed to bring clarity, confidence, and long-term security to your financial life. Because when your finances are organized and your plan is clear, you’re free to focus on what matters most.
It’s an honor that Trust Point was awarded with the Top Wealth Management Services award—recognition that reflects our unwavering commitment to delivering personalized, fiduciary-driven wealth management strategies. We’re dedicated to helping you feel confident in your financial future every step of the way by helping you simplify your wealth and secure your legacy.
Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it. For individual investors with $50,000 – $1M in assets.
Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.
The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
