Who is Old Point Wealth Management?

Old Point Wealth Management is a wholly-owned subsidiary of Old Point Financial Corporation. It is the largest trust company headquartered in Hampton Roads, Virginia, offering local asset management by experienced professionals.

Where does Old Point Wealth Management have offices?

Old Point Wealth Management has offices in Chesapeake, Newport News, and Williamsburg, Virginia.

What services does Old Point Wealth Management offer?

Trust Services Estate Services Investment Management Individual Retirement Solutions Business Retirement Solutions Comprehensive Financial Planning Investment Services from registered LPL Financial representatives

Can I schedule an appointment with an Old Point employee online?

Yes, go to https://oldpoint.com/contact/schedule-appointment/ to schedule an appointment online.

Wealth Management & Trust Services

Personalized Service to Meet Your Goals

Read Our Old Point Wealth Management Blog

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

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

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

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

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

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

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

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Chesapeake Wealth Management Office

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

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New Town Wealth Management & Investment Services Office

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

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Hampton Investment Services Office

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

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Wealth Management FAQs

Resources from Old Point

December 2023 Market Commentary

We highlight the benefits of long-term investing and recognize how investor positioning shifted materially over the past few months. The market is pricing in interest rate cuts beginning in March 2024, but Chairman Powell says “not so fast.”

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Important Tax Numbers for 2024

The IRS released its annual inflation-adjusted tax bracket information for 2024. Below are some highlights for your information and tax planning this year. Please contact one of our teammates with any questions you may have or if we can be of any assistance.

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Virtual Market Commentary

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

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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.

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Retirement Savings Contributions Credit (Saver's Tax Credit)

Retirement Savings Contributions Credit (Saver’s Tax Credit)

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