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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.

Wealth Management

Personalized Service to Meet Your Goals

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Read Our Old Point Wealth Management Blog

Read Our Wealth Management Blog for the most up-to-date market commentary and research analysis. 
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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.
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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.
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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.
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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.
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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.
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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.
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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

  • March 2023 Market Commentary - pointing at financial charts with a pen.

    November 2023 Market Commentary

    A tough October tested investors’ patience. The Federal Reserve may be done raising rates in the current tightening cycle, potentially kicking of a period of strong equity market returns. Third quarter corporate earnings came in better than expected but analysts revised fourth quarter earnings lower

  • Virtual Market Commentary

    Virtual Market Commentary

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

  • People looking at financial charts.

    Secure 2.0 Tax Credits

    Signed into law on December 29, 2022, the SECURE 2.0 Act ushered in new and increased tax credits to small businesses to encourage plan creation. The existing tax credits were expanded to enhance the administrative cost credits as well as introduce new contribution cost credits.

  • House and calculator

    Retirement Savings Contributions Credit (Saver's Tax Credit)

    Retirement Savings Contributions Credit (Saver’s Tax Credit)

  • 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.

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