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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

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