General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
Trust Point helps individuals, families and businesses throughout the Chippewa Valley make thoughtful financial decisions and plan confidently for the future. Our local team provides personalized wealth management, financial and retirement planning, and trust and estate services—backed by Trust Point’s more than a century of experience.
As a fiduciary, we put our clients’ interests first and take the time to understand the bigger picture—their goals, family, financial priorities and vision for the future. Our mission is simple: to help you simplify and secure your wealth.
Every stage of life brings meaningful milestones and important financial choices that influence what comes next. With a clear plan and organized finances, you can spend less time worrying about money and more time focusing on what matters most.
Trust Point offers a wide variety of financial services, including:
Choosing a financial partner is about more than services—it’s about trust. As a fiduciary, Trust Point is legally and ethically committed to acting in your best interest, giving you confidence that every recommendation is made with your goals at the center.
• Clear, unbiased financial guidance
• A relationship built on trust and transparency
• A focus on protecting and growing your wealth over time
you’ve worked hard for retirement. What do you want your golden years to look like? Defining that vision is the first step toward making it a reality. Take our Retirement Lifestyle quiz to discover which retirement lifestyle fits you best: Explorer, Connector, Steward, or Seeker.
Our Information Organizer provides a helpful way to keep your personal and financial information in one place. Fill in information for the categories below and more, then keep your booklet in a secure location, such as your safe.
The newest edition of the Trust Point Magazine is packed with insights and stories to help you simplify and secure your wealth. Here is a sneak peek of what’s inside:
Request the full digital download or mailed copy for more insights.
It’s an honor that Trust Point was awarded with the Top Wealth Management Services award—recognition that reflects our unwavering commitment to delivering personalized, fiduciary-driven wealth management strategies. We’re dedicated to helping people feel confident in their financial future every step of the way.
