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