Corporate Business Services | Trust Point | La Crosse, Eau Claire, Minneapolis Trust Point Inc.
Business Services

Partnering With You for Your Business Needs

At Trust Point, we’ve been serving the financial needs of individuals and families, as well as the unique advisory needs of corporate businesses, entrepreneurs, and partners for over a century. Business owners can’t do it all on their own. We can help with retirement plans, asset management, as well as exit and succession planning.

man using tablet while standing outside

401(k) Offerings

We know that one main concern of all business owners is recruiting a talented and qualified workforce. A strong retirement package is an important way to attract and retain the best employees.

Our retirement plan services are an inclusive solution to your needs. From administering your 401(k)s to educating your employees, we have the investment experience and service to manage your retirement plans, so you can manage your business.

Asset Management

We offer our expertise and proven investment philosophy to help manage your company’s assets more effectively, potentially allowing for opportunities to fund new business ventures, expansions, or even acquisitions. Our perspective can help your company conquer challenges as they plan for what’s next.

3 people meeting with laptop and paper documents
The business team is holding a meeting.

Business Succession Consulting

Deciding when it’s time to leave your business is both a financial and emotional decision. It’s a major milestone that requires careful thought and collaboration.

At Trust Point, we use a team approach to make sure that selling or transferring your business is holistically beneficial to you and your successor. Most of all, we’ll provide you with peace of mind. You can count on us to make your transition seamless, so you focus on enjoying the rewards of your hard work. Contact us today to get started.

News & Insights

US Capital with blue sky

10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
Read More

The Evolution of the “Super Saver” Strategy

Help Your 401(k) Participants Receive Attractive Tax Benefits In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan...
Read More
group of business people and family members

Deciding How to Transfer Ownership of Your Business

Deciding how to transfer ownership of a closely held business at retirement or death can be as much an emotional issue as...
Read More

Client Confidence

With over 100 years of experience in guiding individuals, families and businesses, we can help you grow, exit from, or transfer your business. By leveraging the expertise of our financial professionals, as well as coordinating with outside services on your behalf, we can work together to achieve the best outcomes for you. 

Businesswoman and business man looking at ipad
I’m Interested in Your Services Question about my 401(k)