General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
Trust Point is a proud sponsor of PBS Wisconsin and its mission. For over 100 years, we have helped people become financially secure and successful. We have been recognized as a top place to work for the last six years for our positive office environment and our commitment to community involvement. We are invested in our communities, invested in our employees, invested in our clients– invested in you.
Whether you are an individual, business owner, or represent a non-profit organization, your goals are important and unique to your purpose. You need a financial plan that will best map out your future. This is why Trust Point has developed a customized process—our seven-step approach—to create wealth management plans that are tailored to each client’s specific needs. Time-tested and executed by a team of experienced, credentialed professionals, our approach to business and planning is proven to help our clients secure their legacy and their peace of mind.
We are a relationship-based company. We take the time to fully understand you, your financial situation and goals to create a comprehensive plan that reflects your values. Our holistic approach to wealth management encompasses:
We use the most current research and best investment strategies to manage your financial assets and investments.
Our professionals work to optimize your retirement horizon.
Our year-round professionals work to minimize your tax liability and execute the best strategies for you.
We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.
We can help you make charitable gifts that work in your best interest or help establish and administer your family foundation to reach your philanthropic goals.
