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401(k) Inquiry 800-458-9111
For more than a century, Trust Point has helped individuals and families navigate financial complexity with confidence. As a trusted wealth management firm serving Winona, MN, we provide comprehensive financial planning, retirement planning, investment management, and trust and estate services—all designed to simplify your financial life and help protect what matters most.
From life’s milestones to everyday decisions, your finances play a critical role. Trust Point partners with individuals and families in Winona to simplify complex financial choices and bring clarity to your long-term plan so you can focus on what matters most.
With team members who have roots in Winona, MN, we look forward to helping you along your journey.
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.
Choosing a financial partner is about more than services—it’s about trust. As a fiduciary, Trust Point is legally and ethically committed to acting in your best interest, giving you confidence that every recommendation is made with your goals at the center.
• Clear, unbiased financial guidance
• A relationship built on trust and transparency
• A focus on protecting and growing your wealth over time
The newest edition of the Trust Point Magazine is packed with insights and stories to help you simplify and secure your wealth. Here is a sneak peek of what’s inside:
Request the full digital download or mailed copy for more insights.
It’s an honor that Trust Point was awarded with the 2025 Top Wealth Management Services award, a 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.
