Invested in You

Managing wealth can be a time-consuming and stressful process. Trust Point is here to make it easier for you. To plan a future in which your family’s wealth grows, this practice is crucial. As the premier leader in wealth management services, our team will help you plan properly so you can focus less on finances and more on living your life.

We specialize in all of the areas that will affect your wealth. From comprehensive strategic tax planning to family estate advising, Trust Point’s wealth management services are focused on you, our client. Through our dedication to quality client service, we’re ready to provide you with a personalized financial experience.

Let’s start building your legacy! Give us a call at 800-658-9474.

What We Do

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy: in doing what is best for our clients, we will be doing what is best for Trust Point.

Our Services

Wealth ManagementTrust Administration
Asset AllocationEstate Settlement
401(k) PlansFinancial Planning
Risk ManagementRetirement Planning
Fiduciary ResponsibilityNon-Profit & Foundations

Serving Eau Claire, WI and Surrounding Communities