Wealth Management Solutions That Match Your Goals | Trust Point | La Crosse, Eau Claire, Minneapolis

Wealth Management Solutions That Match Your Goals

For more than a century, we have built our reputation on trust. We deliver time-tested strategies and custom-tailored solutions to help individuals, families, businesses and non-profit organizations hit their financial targets, providing expert support that delivers peace of mind.

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Trust & Estate Services

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Investments &
Wealth Management

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401(k) Plans

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Foundations &
Non-Profits

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Family Office
 

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A Personalized Partnership

Wealth isn’t built overnight. It takes time, commitment and expertise to develop and implement effective financial plans. It also takes a strong understanding of each clients’ financial picture and goals. We take the time to get to know you and understand what you want to achieve. We believe our relationship-based financial services are critical and often the reason for our clients’ success.

Our Specialized Expertise

Trust Point has evolved as the financial industry has changed during the last over 100 years, but our values remain the same. We rely on the fiduciary standard as our guide and build long-lasting relationships by delivering unmatched service, uncompromised ethical standards and industry-leading expertise. We take great pride in your success.

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Celebrating 110 Years

Since our founding in 1913, Trust Point has been successful by following a simple philosophy: “In doing what is best for our client, we will be doing what is best for Trust Point.” As we look forward to the next 110 years, we expect a lot will change. One thing that won’t change is our dedication to doing what is best for those we serve.

News & Insights

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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6 Ways Donor-Advised Funds Help Clients Without Children

Individuals and couples without children are increasingly recognizing the benefits of donor-advised funds, often with the help of their financial advisors. Consider...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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Preserve & Increase Your Wealth

Trust Point has been helping individuals, families, businesses and non-profit organizations for over a century. You can receive monthly insights delivered right to your inbox. Let us help you on your road to success.

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