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401(k) Inquiry 800-458-9111
With over a century of service, Trust Point has built a reputation as a leading wealth management and financial planning firm serving Minneapolis and the Twin Cities. Recognized as a Top Wealth Management Services firm in 2025, we are committed to helping individuals, families, and institutions simplify their wealth through comprehensive financial planning, retirement planning, investment management, and trust and estate services. Whether you have $1 million+ in investable assets or $25 million+, our experienced wealth management and family office teams are here for you.
Effective financial planning starts with understanding what matters most to you. We create tailored strategies designed to support your goals and evolve with your life. As a fiduciary, we are obligated to act in your best interest, always, with a commitment to clear communication, accountability, and long-term partnership. We succeed by helping you move forward with confidence.
Trust Point offers a wide variety of financial services, including:
We’re proud to share that Julie Westbrock, JD, Vice President of Business Development, has been recognized as a 2026 Notable Women in Banking & Finance by Twin Cities Business. Congratulations, Julie!
This recognition reflects her leadership, dedication, and commitment to making a meaningful impact for the individuals and communities she serves.
From launching HerPoint in the Minneapolis market, to sponsoring events, or volunteering in the community Trust Point showcases its value of community throughout the year in Minneapolis. Here are just a few places you may see us (or have seen us!) out and about in the Twin Cities area:
The newest edition of the Trust Point Magazine is packed with insights and stories to help you simplify and secure your wealth. Here is a sneak peek of what’s inside:
Request the full digital download or mailed copy for more insights.
