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We’re conscious of the fact that every individual and family with a high-net-worth is in a unique financial situation - meaning the posed challenges are unique.
No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
Trust Point’s Family Office will meet with your family to learn about your needs, goals, challenges, opportunities, and concerns.
Collaboration is key. We know it often takes a team of people to meet your financial goals. Think of us as your quarterback, guiding your family and your financial partners to the ultimate win–long-term wealth security and growth. We allow you to focus on what you enjoy most in life.
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.Read More
We’re dedicated to developing long-term relationships with our clients to not only meet your financial goals, but your life goals, as well. We provide customized solutions with the highest level of service to give your family absolute financial confidence.
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.
In 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]