Who We Are | Trust Point | La Crosse, Eau Claire, Minneapolis
Who We Are

Your Financial Success Delivered Through the Trust Point WAY

Our focus is to serve our clients with integrity and respect. We are a fiduciary, focusing on what is best for you, our clients. Our team members serve you through their expertise in a variety of areas – CPAs, attorneys, CTFAs, CFPs, CFAs, and more – delivered by using the principles in the Trust Point Way.

Serving You Is at the Core of All We Do

Our approach and purpose is driven by the success of our clients. We use the Trust Point WAY to deliver on this purpose. The Trust Point WAY is not just something we talk about at Trust Point, it’s something we live out every day. From working with clients, business partners, or with other team members, we are guided by the Trust Point WAY principles: 

W: We do the right thing and humbly serve as advocates of our clients, colleagues and communities

A: Always give our best, exuding excellence and building upon our strong and collaborative foundation

Y: Yes, we love what we do and approach every day with an enthusiastic outlook.

Does the Trust Point WAY sound like something you would like to be a part of? We’re hiring – join our team! Visit our careers page to learn more about our culture and open positions.

The Trust Point Way: We do the right thing, always give our best, and yes, we love what we do
Your financial management and security

Our Promise to You

Aligned Interests

We strive to put your interests first.

Intellectual Capital

To offer practical solutions to complex challenges.


To do the right thing, for the right reasons.


We seek to exceed expectations.


A dedication to safeguard the capital and trust of our clients.

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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