La Crosse Wealth Management and Financial Planning

Serving Our Community for Over a Century

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.

What We Provide

Trust Point offers a wide variety of financial services, including:

Investment Management
Trust & Estate Administration
Retirement Planning
Tax Strategies
Business Services
Financial Planning
Charitable Strategies
401(k) Plans for Employers

We Strive To Understand Your Goals & Values

Focusing on you allows us to create the best possible plan to reach your objectives. One size does not fit all, so all of our disciplined expertise is specialized to fit your financial needs. Ultimately, we have high standards. We value an open line of communication with our clients, and relationships built on trust and accountability. And as a fiduciary, our team works in your best interest, always. We do not succeed unless you do. We are invested in you.

Invest In a Partner You Can Depend On

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.

Compare Solutions

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.

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Locations

La Crosse, WI

Minneapolis, MN

Eau Claire, WI

Securing Your Future

We are proud to serve the La Crosse community and surrounding area. When you work with us, you are not just our client, you are family. We want you to rest easy knowing that your finances are in good hands. Whether you’re a business owner, a nonprofit manager, or someone who wants to preserve their legacy for generations to come, we will help you map out a way to achieve your goals.