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.

House Icon in blue

Trust & Estate Services

Graph Icon in blue

Investments &
Wealth Management

Piggy Bank Icon in blue

401(k) Plans

Foundations and Non-Profits Blue Icon FINAL

Foundations &

Family Office Symbol Blue

Family Office

Emerj360 Blue Icon FINAL


business man holding laptop and smiling

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.

Office team sitting and conversing at office table

A Partner You Can Depend On

Trust Point has proudly served as a partner to help individuals and businesses reach their financial goals for more than 100 years. From investment management to retirement planning and business transitions to giving back to the causes you care about, our services are designed to help you reach your financial goals.

News & Insights

Poised for Exit Podcast on Trusts with Julie Westbrock and Christine Schmidt

Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds

Trust Point’s Christine Schmidt, CFP®, Managing Director of the Family Office and Julie Westbrock, JD, Vice President of Development were the guest...
Read More
Saving For Retirement

How To Make Your Money Last In Retirement

For all the joy and freedom that retirement can bring, it also often arrives with a little anxiety. Suddenly the paychecks stop...
Read More
Group of business professionals looking at charts and data at table

Under the Hood: Exploring Critical Aspects of Your Retirement Plan

Using Plan Data to Guide Plan Design, Education and Communication Decisions For decades, Plan Sponsors have assessed plan success based on several...
Read More

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.

triangle shape over image of man and child laughing and reading
I’m Interested in Your Services Question about my 401(k)