Wealth Management

Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.

Trust Point’s clients are families, individuals and businesses who require a financial and fiduciary partner that they can trust. We take time to thoroughly understand your goals and values to create a plan that provides you confidence in where you stand and where you are heading. Our team of experienced professionals bring insights to a variety of wealth-related issues to develop solutions with your best interest in mind.

Our comprehensive wealth management services include:

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401(k) Plans

As a business owner, not only are you worried about your own retirement planning, but the planning of others. Trust Point’s all-inclusive, in-house team can take care of those needs at the highest level of accountability. From designing a 401(k) or profit sharing plan, to…

Asset Allocation

Trust Point’s asset allocation services will help you build a diversified portfolio of different asset classes, like stocks, bonds and money markets, to preserve and grow more wealth over the long term. We’ll help you offset losses and optimize your investment portfolio so you can…

Fiduciary Responsibility

At Trust Point we believe in spending the time to truly know our clients so that we can help them establish realistic plans to achieve their personal goals.

Other Types of Plans

In addition to employee/employer retirement plans, Trust Point offers retirement services beyond a basic 401(k).

It's more than money.

We’re conscious of the fact that every individual and family with wealth have unique challenges. We’re dedicated to developing long-term relationships with our clients to not only meet your financial goals, but your life goals, as well.

Wealth Management Services

Managing wealth can be a time-consuming and stressful process. Trust Point is here to make it easier for you. To plan a future in which your family’s wealth grows, this practice is crucial. As the premier leader in wealth management services, our team will help you plan properly so you can focus less on finances and more on living your life.

What We Do

Trust Point has been providing our clients with premier wealth management services for more than 100 years. Trust Point was founded with strong Midwestern work ethic and independent ideals, placed at the forefront of everything we do. Since our modest start in 1913, we’ve grown to incorporate many financial services under our name, from wealth management to asset allocation to retirement planning and more. While we’ve grown to serve clients across the country, we’ve never forgotten those humble beginnings and the values that help us thrive today.

Wealth Management Services

Wealth management can be a stressful phase of any person’s life. Trust Point is here to make it easier for you. To plan your future, a strong wealth management plan is critical. We can help you figure out how to plan properly so you can focus less on finances and more on living your best life.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.