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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

Ghent Wealth Management Office

1812 Granby Street, Norfolk, Virginia, United States, 23517

New Town Wealth Management & Investment Services Office

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

Wealth Management FAQs

Resources from Old Point

  • Man pointing at financial charts with pen.

    July 2024 Market Commentary

    With the S&P 500 Index, the NASDAQ Composite Index, and the Dow Jones Industrial Average at or near all-time high levels, investors may be ignoring warning signs of an economic slowdown. Further evidence will be uncovered in the coming weeks with blue-chip companies reporting quarterly earnings and commenting on second half expectations. Analysts are slightly less bullish than a quarter ago, but a select group of stocks continue to drive the stock market’s record run. If the select group of stocks fail to meet investors’ lofty expectations, Millennials may finally hit the sell button.

  • Woman Analyzing Charts

    Traditional vs. Roth: Which 401(k) is right for me?

    Whether you’ve just changed jobs or you’re a soon-to-be grad about to start your first job, one of the most important benefits is saving for retirement with a 401(k). Let’s explore the power of your 401(k) (it may surprise you!), and which kind of 401(k) to use.

  • Taxes on Laptop

    Tax Tips Episode 1: Charitable Deductions

    Tax Tips, a closer look at some of your most asked tax questions.

  • Doing Taxes on Laptop

    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.

  • 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.

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