When it comes to managing wealth, choosing the right partner is one of the most important financial decisions you can make. Trust Point has been helping individuals, families, businesses, and non-profits simplify and secure their wealth for over 110 years. From fiduciary responsibility to comprehensive wealth management services, here’s why so many clients turn to Trust Point.
A Legacy Built on Trust
In the first decade of the twentieth century, individuals and business owners in La Crosse, Wisconsin needed help administering their estates and managing their assets, but there were no trust companies within 80 miles. In 1913, a handful of individuals with ties to the banking industry responded to this by founding the La Crosse Trust Company.
When the Great Depression ravaged the region in the 1930s, the La Crosse Trust Company – renamed Trust Point – served as a safe haven. In the booming decades of the fifties and sixties, the company boomed too, adding employee retirement savings plan administration, retirement planning, tax planning, and investment management. Trust Point is Wisconsin’s oldest and largest independent trust company.
Today, our spirit of dedication guides everything we do. With over a century of stability and client-focused service, we remain deeply connected to the communities we serve.
Fiduciary Responsibility at the Core
At Trust Point, fiduciary duty is our foundation. We are legally and ethically bound to always act in our clients’ best interests. That means:
- Your goals come first, every time. Acting in your best interest, always.
- We operate independently. There are no hidden commissions.
- Fees are transparent, based on a tiered structure tied to your portfolio size.
- There are no conflicts of interest.
- Our fiduciary standard gives clients the confidence that every financial strategy is designed to protect and optimize their wealth.
Comprehensive Wealth Management Services
Wealth brings unique opportunities—and unique challenges. That’s why our services go beyond investment management to cover the full picture of your financial journey.
Financial Planning
Our wealth management team helps you create a personalized financial plan that include tax planning, investment management, retirement income planning, business succession, and more. Every solution is tailored to your circumstances and long-term goals.
Trust Administration & Estate Settlement
Whether you need help administering a trust, managing an estate, or planning for future generations, our team offers professional, impartial guidance to safeguard your legacy. We also administer supplemental needs trusts, ensuring loved ones receive care without losing access to essential benefits.
Retirement Plan & 401(k) Services
For business owners, we design and manage 401(k) retirement plans with full fiduciary oversight. This includes compliance, investment management, recordkeeping, education, and consultation, so you can focus on the big picture. And, with the rise in importance of 401(k) education, we offer participant education through our Emerj360 division—helping employees prepare for retirement with confidence.
Family Office Expertise
For high-net-worth families, our Family Office services provide a full suite of solutions, from succession planning and tax strategy, to philanthropic giving and education for the next generation. Our team collaborates with your existing advisors to make wealth management seamless.
Non-Profit Organization and Foundation Services
Trust Point has a strong reputation for working with many non-profit organizations and foundations. We have the infrastructure and acumen to help oversee the details it takes to efficiently manage private and public foundations, and endowments. Our experienced team is here to take on investment management and other administrative duties that are essential to keep a non-profit organization’s work going so the organization’s team can keep their focus on fulfilling their mission.
Emerj360
Created on same foundation for individuals and families who are building their wealth….
A Personalized Approach
Wealth management should not be one-size-fits-all. We invest the time to understand your unique goals, values, and family dynamics. Our relationships are built on trust, transparency, and long-term partnership.
Choosing Trust Point, or its Emerj360 division designed for less complex financial needs, means choosing a partner that combines over a century of experience with unwavering fiduciary responsibility. From personalized financial planning and investment management, to trust administration and estate, we help you plan with confidence to simplify and secure your wealth.
Your wealth deserves a partner who always puts your interests first. At Trust Point, that’s our promise.
