General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
After more than a century of service in La Crosse and surrounding communities, Trust Point has earned a reputation as the premier wealth management provider in the region providing personalized financial planning, wealth management, and trust and estate planning services. Our mission is simple: to preserve and increase our clients’ wealth. How we do it is more complex—combining years of cultivated expertise and insights with innovation and an eye on the future.
Trust Point offers a wide variety of financial services, including:
Every big dream requires investment – investment of your thought and planning, hard work, and valuable time. It also helps to invest in a partner you can depend on to guide you every step of the way. Trust Point has proudly served as that partner for more than 100 years. From investment management to retirement planning, business transitions to giving back to the causes you care about, our services are designed to help you reach your financial goals.
Thank you for voting us “Best Investment Firm” in La Crosse County! This recognition is a reflection of the care, expertise, and dedication our team brings every day. At Trust Point, we believe that by doing what’s best for our clients, we’re doing what’s best for Trust Point.
Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it. For individual investors with $50,000 – $1M in assets.
Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.
The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
