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:
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.
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.
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.
