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Wealth Management & Trust Services

Old Point Wealth Management professionals will assist you in charting your course of action to begin or to continue your wealth strategy. We begin by working with you to learn your investment objectives and, equally important, the time frame in which you want to achieve them. We provide you with personalized management of your wealth. This information is used to develop asset allocation strategy that guides every investment decision made on your behalf.

Old Point Wealth Management offers a full line of services including, but not limited to:

  • Investment Management

  • Comprehensive Financial Planning

  • Estate and Trust Administration

Our experienced staff carries a number of advanced certifications and professional designations and degrees including: Juris Doctor (JD), Certified Public Accountant (CPA), Master of Business Administration (MBA), Chartered Life Underwriter (CLU), and Certified Financial Planner™ (CFP)®, Certified Trust & Financial Advisor (CTFA), Certified Securities Operation Professional (CSOP), Certified Pension Consultant (CPC), Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), Enrolled Retirement Plan Agent (ERPA), and Accredited Estate Planner (AEP). 

The multi-disciplinary skills indicated by these designations enable us to provide fully integrated financial services to our clients.