General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
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, investment management and trust and estate services. We’re here to serve you in the Winona, MN area. Our mission is simple: to simplify and secure your wealth. How we do it is more complex—combining years of cultivated expertise and insights with innovation and an eye on the future.
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.
We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.
Our year-round professionals work to minimize your tax liability and execute the best strategies for you.
We provide guidance on transferring your business to family members or others.
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.
Trusts are our namesake for a reason. We started as a trust company over 110 years ago and in that time, we’ve developed a variety of trust services and best practices that have led our clients to their financial goals. We are constantly keeping ourselves up to date on the laws and regulations that could impact your trust, so we can communicate with you on how to address any challenges that you may face when it comes to your financial management and security.
We offer a range of comprehensive financial services including wealth management, business advisory services, financial planning, tax management, and estate planning. Our financial services are holistic, and your estate plan is an important component of your financial plan.
Guided by our fiduciary standard, we are committed to helping our clients achieve their financial and personal goals. We are invested in you. Your success is at the heart of everything we do.
It’s an honor that Trust Point was awarded with the Top Wealth Management Services award—recognition that reflects our unwavering commitment to delivering personalized, fiduciary-driven wealth management strategies. We’re dedicated to helping people feel confident in their financial future every step of the way.
Our time-tested investment philosophy has helped generations of investors meet their financial goals. Instead of focusing exclusively on fading market trends, we keep long-term objectives at the forefront of our strategy and we will always collaborate closely with you, our client, to define your objectives and expectations.
