Trust Point’s Wealth Management clients are a discerning and discreet group. They value their privacy and require a personal, long-term relationship with a world-class financial and fiduciary firm that they can trust without reservation. They want to deal with a firm that has no hidden agendas, no competing interests, and no goal other than to protect and increase its clients’ wealth.
Our clients use the Trust Point Wealth Management Group in much the same way as a family office, without the overhead expenses. This means that consulting and advising are at the heart of everything we do. Clients rely on the remarkable range of expertise of our experienced professionals to craft creative, optimal solutions for any wealth-management challenge:
We realize that with high-net-worth families and individuals, every situation is unique. We develop long-term relationships that allow us to learn about your needs, goals, challenges, opportunities, and concerns. We ask relevant questions. We listen. And we use our experience to propose sophisticated, personalized solutions.