Eau Claire Wealth Management | Trust Point | Eau Claire, La Crosse, Minneapolis
Eau Claire Wealth Management

Local Service. Experienced Professionals.

After over a century of service, Trust Point has earned a reputation as a premier wealth management provider of services such as financial planning, retirement planning, trust and estate services, and business 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.

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Personalized Services for Individuals

Growing and preserving your wealth can be complex, and each person’s ideas for the future can be different. Our professionals will listen to your goals and values then formulate a plan the provides a roadmap for the future. One size does not fit all, so all of our services are personalized to fit your financial needs, including:

Customized Services for Businesses

Whether you are a business owner planning to sell your business or looking to attract and retain top talent, or a non-profit organization seeking a partner to manage your assets, our skilled and credentialed team can draw on their years of experience in the industry to develop tailored solutions for your needs and goals.

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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.

How We’re Different

We’ve built our name and reputation on trust. For more than a century, we have been a fiduciary focused on achieving our clients’ needs, wishes and goals. Our success is your success, and we’re held to the highest ethical and industry standards. We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.

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