Skip to main content
Previous Slide Next Slide

Wealth Management & Trust Services

Old Point Wealth Management is the largest wealth management services provider headquartered in Hampton Roads, Virginia, offering local asset management by experienced professionals. Our team of experts will assist you in charting your course of action to begin or continue your wealth strategy. We start by working with you to learn YOUR goals and objectives and the time frame in which you want to achieve them.

Our Wealth Management Services Include

Investment Management

Investment Management

Keep an eye on long-term growth while protecting your assets from market uncertainties. Old Point's experienced wealth management team caters to a diverse range of financial investors. Let us create the right strategy and portfolio for you.
View Details
Trust Services

Trust Services

Leave an everlasting legacy for your family and community. Our experienced and knowledgeable team provides personalized service with a teamwork approach for personal and charitable trusts.
View Details
Individual Retirement Solutions

Individual Retirement Solutions

Old Point Wealth Management will be with you from planning to preparing to executing your retirement goals. Manage your retirement income by planning early with our retirement solutions.
View Details
Business Retirement Solutions

Business Retirement Solutions

Old Point Wealth Management provides personalized retirement plan design, implementation, administration, plan consulting, and related services for small to medium-sized businesses.
View Details
Estate Services

Estate Services

Old Point enables you to create a robust estate plan that reflects your values. Leave the time-consuming and stressful planning to our financial advisors, and protect your most valued relationships.
View Details
Meet Our Team

Meet Our Team

Meet our highly experienced team of experts who carry numerous advanced certifications and professional designations. The multi-disciplinary skills indicated by these designations enable us to provide fully integrated financial services to our clients.
View Details

Wealth Management Locations

Oyster Point Wealth Management Office

11780 Jefferson Avenue, Suites D, Newport News, Virginia, United States, 23606

Chesapeake Wealth Management Office

737 Volvo Parkway, Suite 130, Chesapeake, Virginia, United States, 23320

New Town Wealth Management & Investment Services Office

4139 Ironbound Road, Williamsburg, Virginia, United States, 23188

Hampton Investment Services Office

2101 Executive Drive #1A, Hampton, Virginia, United States, 23666

Wealth Management FAQs

Resources from Old Point

  • Virtual Market Commentary

    Virtual Market Commentary

    Watch our Virtual Market Commentary. Discussion topics include: economic activity, corporate earnings, market valuations, market opportunities and more.

  • May 2023 Market Commentary- person going over financial charts

    May 2023 Market Commentary

    As we enter May, we acknowledge the risk factors challenging investors have not materially changed over the past several months. The Federal Open Market Committee (FOMC) will meet this week and according to the CME FedWatch Tool, there is an 84% probability the FOMC will raise the Federal Funds Rate by 0.25%. What happens over the remainder of 2023 is unknown, but the markets believe the Federal Reserve will reverse course and reduce rates later in the year.

  • Teenager at School

    Your Child is Turning 18 … Now What?

    Few things in a child’s life are as momentous as their 18th birthday. When they turn 18 they legally are an adult. But aside from that, your own legal relationship with them as a parent changes. Because of that, here are two things you should do when your child turns 18 years old.

  • Secure Act 2.0

    Secure Act 2.0

    The SECURE Act 2.0 is finally here! With over 92 different retirement plan provisions, we are providing you with an easy-to-digest overview that focuses on the sections that are most applicable for corporate retirement plan sponsors.

  • 2022 Safe Harbor Start-up Plan Deadlines

    2022 Safe Harbor Start-up Plan Deadlines

    To establish a safe harbor plan and therefore be exempt from non-discrimination testing for 2022, the plan must be effective for 3 months of the plan year. For a calendar year plan (1/1-12/31), the amendment must be effective by October 1st.

Leaving Site

You are now leaving the oldpoint.com website

The link you clicked will take you to a third-party website. We do not control the content of this site, nor do we endorse or guarantee the products, information or recommendations provided by the linked site, Please review their Privacy Policy as it may differ from ours. The linked third-party website may provide less security than the bank's website.