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Wealth Management

 Wealth Management & Trust Services

 
Old Point Trust offers a full line of services including, but not limited to:
  • Investment Management
  • Financial, Estate and Tax strategy planning
  • Estate planning
  • Estate and Trust Administration
  • Retirement Plan Adminstration
 
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 Retirement Services Professional (CRSP), Certified IRA Services Professional (CISP), Qualified 401(k) Administrator (QKA). 
 
The multi-disciplinary skills indicated by these designations enable us to provide fully integrated financial services to our clients.