You get a fiduciary.

As fiduciaries, we always offer unbiased advice in the best interest of our clients, unlike money managers, broker-dealers or bankers. Fiduciary duty is at the core of everything we do.

You are working on a solid foundation.

Since 1913, Trust Point has helped a lot of people with a variety of financial needs – from administering trusts to important investment decisions impacting their wealth. The Emerj360 team is built on Trust Point’s foundation and encompasses the same strong core values, like integrity and an unwavering dedication to the clients and communities we serve.

The Emerj360 team can draw on the experience, expertise and knowledge gained over the past century to help you gain more confidence in your financial decisions.

You have someone here for you.

You have worked hard all your life to build your nest egg and get to this pivotal point in your life. We make it easy to get a hold of us and make a point to provide highly responsive service. You won’t be waiting days to hear back from us.

You gain power through knowledge.

Education helps our clients grasp their options more thoroughly and eases their decision making. We work as a financial coach helping you to financially plan for your future.