Wealth Management | Trust Point | La Crosse, Eau Claire, Minneapolis
Wealth Management Overview

Building Prosperity and Peace of Mind

For individuals and families with significant wealth, every financial decision matters. We’re here to remove the weight of those important decisions and ensure they are made with only your best interests in mind. Our Wealth Management services are comprehensive, giving you access to several specialized financial professionals.

Insight With You in 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.

We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.

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 provide guidance on transferring your business to family members or others.

Our CERTIFIED FINANCIAL PLANNERS® develop a summary of your current financial situation and create a plan to meet your goals.

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.

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Why Trust Point?

Wealth presents unique challenges. Tax planning, philanthropic and charitable giving, investments, business succession planning, and trust and estate plans are just a few of the many considerations that make up the complex financial plans within our wealth management services. Although wealth is often family-built, it can be affected by factors outside of your control, such as market conditions and policy-makers. Our experts will work to optimize your financial strategy.

News & Insights

How to save money for retirement

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...
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5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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How We’re Different

We’ve built our name and reputation on trust. For more than a century, we have been a fiduciary focused on achieving our clients’ needs, wishes and goals. Our success is your success, and we’re held to the highest ethical and industry standards. We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.

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