Growing and preserving your wealth can be complex, and each person’s ideas for the future can be different. Our professionals will listen to your goals and values then formulate a plan the provides a roadmap for the future. Every step of the way, we will be here, as your advocate. As an independent fiduciary we always provide guidance and do what is is your best interest.
Your organization is a vital part of the community, making a positive impact on the lives of others. Let us take care of managing the assets that are necessary to fulfill your mission. Our team has the infrastructure and acumen to meet your needs, now and in the future.
Our partnership with non-profits and foundations goes well beyond the management of assets. Our skilled and credentialed professionals also provide value-added services, including ongoing and proactive communication to your Board and committees, donor strategies, and fiduciary education.
We provide the plan, you make the difference. Learn more about our non-profit and foundation services.
To attract and retain top talent in today’s competitive business market, you need attractive retirement benefits. We help employers design and manage turnkey retirement plans. From investment management, record-keeping audit support, and participant education, our comprehensive retirement plan solutions has you covered.
As a business owner, you have many things on your plate. In addition to 401(k) solutions and investment management, our experienced team can help by offering our expertise and guidance on investment policy statements, succession planning and exit strategies.
Whether working on your current business goals or preparing for the long term, we are your trusted partner, drawing upon what we’ve learned over the past 100 years to create truly customized solutions that fit your business goals.
Learn more about how we can help you achieve your business goals.
You have many big milestones ahead of you, so you need a trusted partner who can give you unbiased, personalized advice that will help you define your financial goals and then reach them.
Our skilled and credentialed team can help you draw up a budget – and stick to it. We are passionate about making sure our clients understand the big picture and the important details that make it up. We will teach you about the importance of saving early and often, your options for retirement plans, and how to best save for your children’s education.
Like you, Trust Point cares deeply about our clients. We know it often takes a team of people to meet their needs, to help them with the management of their wealth and to reach their financial goals.
That’s why we build relationships with our client’s financial partners; attorney, CPA, and other business partners, to help ensure long-term wealth security and growth.
Our clients typically need us most when they are experiencing a major life transition. Whether its retirement, changing jobs, selling a business, or going through divorce – these situations often have major financial implications. Our team at Trust Point has specialized expertise to bring insights to a variety of wealth-related issues to help your clients navigate their financial decisions. We will work with you and your client so they feel at ease knowing that their entire advisory team is serving as their steward and advocate.
We would welcome the opportunity to learn the types of clients you work with and how we can collaborate and help your client achieve their goals.