Trust Point

Our Story

Founded in 1913, Trust Point has been a trusted partner for individuals, families, businesses, and nonprofit organizations for over a century. We have built our reputation on personalized relationships, delivering time-tested strategies and custom-tailored solutions to help our clients achieve their financial goals.

Our Values

We operate under the fiduciary standard, prioritizing the best interests of our clients in all our endeavors. This guiding principle forms the foundation of our relationship-based approach, ensuring that we deliver unmatched service, unwavering ethical standards, and industry-leading expertise.

What We Do

Trust Point offers a comprehensive range of wealth management and trust services across several key areas:

Wealth Management

• Personalized investment management
• Retirement planning and optimization
• Financial planning and analysis

Trust & Estate Services

• Trust administration and estate settlement
• Trust creation and modification
• Charitable giving strategies
• Special needs trusts

Business Services

• 401(k) plan consulting and management
• Family office services
• Non-profit organization and foundation services

Areas of Expertise

• Retirement planning and preservation
• Investment management and wealth growth
• Trust and estate planning
• Business succession planning
• Family office services

Client-Centered Approach

We take the time to understand each client's unique financial situation, goals, and aspirations. Our team of experienced professionals works collaboratively to develop customized plans that align with your individual needs and aspirations. We believe in building lasting relationships based on trust, open communication, and ongoing collaboration.

Experience and Expertise

Backed by over a century of experience, Trust Point has established itself as a trusted leader in wealth management and trust services. Our team of highly skilled professionals holds prominent industry certifications and has extensive experience in navigating complex financial situations.

Our Commitment

At Trust Point, we are dedicated to helping our clients achieve financial success and peace of mind. We are committed to providing exceptional client service, delivering innovative solutions, and exceeding expectations.