La Crosse Wealth Management, Trust Administration and 401(k) Services for Employers

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. 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.

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.

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

Celebrating 110 Years

Since our founding in 1913, Trust Point has been successful by following a simple philosophy: “In doing what is best for our client, we will be doing what is best for Trust Point.” As we look forward to the next 110 years, we expect a lot will change. One thing that won’t change is our dedication to doing what is best for those we serve.

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.