Minneapolis Wealth Management

Preserving and Increasing Your Wealth for Over a Century

After more than a century of service, Trust Point has earned a reputation as a premier wealth management provider in both Wisconsin and Minnesota. 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.

Julie Westbrock of Trust Point talking with a client

What We Provide

Trust Point offers a wide variety of financial services, including:

Investment Management
Trust & Estate Administration
Retirement Planning
Tax Strategies
Business Services
Family Office
Financial Planning
Charitable Strategies
401(k) Solutions for Employers

Specialty Services

Family Office Services

We know that your family is like no other, and your financial opportunities, goals, challenges and concerns are just as unique. No matter how complex your financial situation is, our team has the experience and expertise to meet your objectives, from succession planning and philanthropic strategies to educating the next generation.

Learn More

Special Needs Trusts

A Special Needs Trust or Supplemental Needs Trust (SNT) will give you the assurance and confidence that your family member or friend is in safe hands. As trustee, we use our knowledge and expertise to help improve the beneficiary’s quality of life while maintaining eligibility for public benefits.

Learn More

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.

Locations

La Crosse, WI

Minneapolis, MN

Eau Claire, WI

Securing Your Future

We are proud to serve the Minneapolis and twin cities 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.