Old Point Trust employs professionals that 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.
Wealth Management
Old Point Trust has over 200 years of legal, tax, insurance, investment, financial planning and administration experience. Employ us to chart your course of comprehensive wealth management. We will work with you in developing and maintaining a personalized plan to:
Our wealth management professionals will introduce you to a variety of investments, and make recommendations based on your total financial picture.
Estate Planning & Financial Planning
At Old Point, we take into account :
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Your resources and expectations
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Your family dynamics
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Responsibilities in your estate
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Your current estate and retirement plan
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Your assets, liabilities, business interests, potential inheritances, retirement accounts and liquidity needs
After a thorough review, recommendations are made, which might include the use of trusts, gifts and Will revisions. We help nurture your plan throughout your lifetime so adjustments are made to be sure your objectives are being met.
The advice given by the professionals at Old Point Trust and Financial Services is based on experience and a thorough knowledge of:
We welcome the opportunity to work with your attorney, accountant, life insurance representative and other professional advisors in the creation and maintenance of your estate plan. By coordinating all of your advisors, we strive to ensure all your needs are met.