Minneapolis Wealth Management, Trust Administration & 401(k)’s For Employers

At Trust Point, we provide nothing but the best wealth management and 401(k) services to clients throughout Minneapolis, MN and the surrounding Twin Cities area.

Since 1913 our mission has been to preserve and increase our clients’ wealth. Our commitment to this is guided by three core principles:

Thoroughly understanding your goals and values

Providing specialized financial expertise and a disciplined approach to your unique situation

High service standards that demonstrate our accountability and responsiveness

Our philosophy is simple; we believe that by doing what is best for you, we will be doing what is best for our company.

Our Services

Setting Up a Family Foundation; personal financial planning

Wealth Management / Family Office

To better manage the present and plan for the future, contact the experienced team of wealth management consultants at Trust Point.

Family Office

Our team of experienced, knowledgeable professionals is dedicated to understanding your specific needs and values, and executing a plan that meets your goals.

With our proven asset allocation process, you can stabilize returns over longer periods of time. The financial professionals at Trust Point will align your assets so help get the most from your investments over time.

401(k) Plans

Our all-inclusive, in-house team can take care of your 401(k) needs. From designing a 401(k) or profit sharing plan, to dealing with its ongoing administration you and your employees can be assured that their savings are in good hands.

Risk Management

There’s always a certain amount of risk that needs to be calculated when developing a comprehensive, successful financial portfolio. Let the experts at Trust Point help you to maximize your return with the lowest amount of risk.

Fiduciary Responsibility

It’s our commitment to always act in the best interest of you, our client. When you hire Trust Point, you gain peace of mind knowing that we’ll always act according to the highest degree of fiduciary responsibility, no matter what your needs or circumstances are.

Special Needs and Supplemental Needs Trusts

Families with disabled individuals have unique financial needs. Individuals with a qualifying disability can utilize funds held in a Special Needs or Supplemental Needs Trust (SNT) to enhance their quality of life while preserving their eligibility for needs-based government benefits. Trust Point has expertise in the administration of these specialized trusts.

Trust Administration

In 1913, Trust Point was founded as a trust company. Today, we’ve become industry leaders in trust administration and related services. Our unique combination of experience and commitment has proven successful time and time again.

Estate Settlement

No matter what estate settlement issues you may have, Trust Point will help you navigate them. From asset valuation and transfer to tax management and more, we build successful plans that protect you and your family’s future to ensure your legacy lives on.

Financial Planning

Trust Point can help you develop a well-coordinated financial plan that will reduce your tax obligations, ensure the continuation of your business, distribute charitable gifts, and provide financial security.

Retirement Planning

Trust Point has been the leading provider of retirement planning in Minneapolis, helping to align goals, calculate risk and build a portfolio that works for you. Using proven retirement planning strategies, we’ll help you enter this exciting stage of your life.

Foundations & Non-Profit Organizations

Trust Point will provide expert consulting to help ensure your organization thrives. Through investment management, record keeping, general advising and more, our team will work hard to meet your goals.

Our Commitment to Minneapolis, Minnesota and the Surrounding Communities

The trusted provider of wealth management services in Minneapolis is Trust Point. With our proven process, we help take the stress out of this time-consuming process, focusing on maximizing your wealth for the long term. For more than 100 years, Trust Point has been committed to providing nothing but the best financial solutions to the community members of Minneapolis.

With Trust Point on your side, you can rest easy knowing that you have an entire group of professional advisors working around the clock to help you reach your financial objectives. Plus, you no longer have to worry about the day-to-day hassles of managing a portfolio by yourself. When you hire us, you can focus less on finances and more on living your life.

Grow and properly allocate your assets. Minimize your risk. Maximize your investment gains and protect your estate and ensure your family’s long-term financial wellbeing. Those are just a few of the many benefits of working with the wealth management professionals at Trust Point. Our credentialed, reputable staff will help you with all of your wealth management and family office needs. It’s our goal to sustain, grow and maximize your wealth, while always providing industry-leading service. At Trust Point, you’re more than just a client—you’re family.