Investing

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

Reduce your tax obligations. Eliminate probate. Ensure the continuance of your business. Designate your gifts to charity. Provide financial security for your loved ones. Those are just some of the benefits that a well-coordinated financial plan can bring.

We’ll help you to map out your success.

The team at Trust Point will help you develop a comprehensive estate and financial plan based on your specific objectives. We will work with all of your current advisors, accountants, attorneys, and insurance providers to make sure that all elements are known and included. Our experienced professionals can assist with investments, retirement planning, trusts, and philanthropic services.

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Let us help you accomplish your financial objectives and provide you peace of mind. Click HERE to fill out a brief form if you’re interested in learning more about how we can help you.

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).

How Does Our Process Help You?

Understanding and managing your finances can be a daunting task – make it easier by working with a trusted partner. Since 1913, Trust Point has been serving the financial needs of individuals, families and corporations. A fully independent institution, we provide unbiased financial planning services only in the clients’ best interest, on a personalized basis. This tradition of independence and personalized experience is what continues to set us apart.

Communication & Insights

We’ve developed our investment philosophy for more than a century, giving us plenty of time to prove our principles. Our team of credentialed professionals brings insights to a variety of wealth-related issues so that you can feel confident in the decisions made.

Fees

We do not collect commissions from, or share revenue with any investment that we utilize or recommend for our clients. We view revenue sharing as a conflict of interest that can cloud an advisor’s judgment. Therefore, our fee structure is a tiered schedule that is calculated based on the assets under management – those are the only fees we collect – no transaction fees, no commissions, and no revenue sharing. This creates a compensation arrangement in which holds true to our simple philosophy:

We believe that in doing what is best for our clients, we will be doing what is best for Trust Point.

Investing Services

Our team is committed to providing you with all of the information you need to feel comfortable with your financial decisions. We will communicate the details, so you know where you stand and what needs to be done.

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.