Navigating a clear course toward your financial security.

Trust Services

Bearing Point Wealth Partners offers trust services through National Advisors Trust Company, FSB (Federal Savings Bank). This relationship allows us to offer trust services to our clients at a lower cost than is available elsewhere in the community or on a national basis. National Advisors Trust provides personal trust services, charitable trust administration, IRA services, and employee benefit account custody for our clients. National Advisors Trust also allows non-traditional assets, e.g., real estate, to be placed in your trust.

Another major benefit of working with Bearing Point Wealth Partners and National Advisors Trust Company is the continuity of life planning with your trusted advisor.  We know your family situation, and your family won't become just a number in a large institution.

National Advisors Trust Company, based in Overland Park, Kansas, was organized by 82 financial planning and investment advisory firms nationwide. A subsidiary of National Advisors Holdings, Inc., National Advisors Trust provides the advisory firms’ clients with administrative and custodial services for trust and brokerage accounts on an exclusive basis. Due to the success of the trust company, an additional 26 advisory firms were added in a second offering. We are one of the original 82 independent financial planning and investment advisory firms who are shareholders of National Advisor Holdings, Inc. 

We are proud of our relationship with National Advisors Trust, and are excited to have superior trust services available to our clients.

For more information, please call us or visit the National Advisors Trust website.

Email your questions to info@bearingpointwealth.com 

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