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401(k) Employee Inquiry 800-716-3742
Whether you’re preparing for retirement, looking for a trusted financial planner, or seeking experienced wealth management in Winona, Trust Point provides personalized financial planning, investment management, retirement planning, tax strategies, and trust and estate services to help simplify your financial life.
Every financial journey is different. Whether you’re nearing retirement, recently retired, selling a business, or planning for future generations, our financial planning process helps coordinate your investments, tax strategies, retirement income, estate planning, and charitable goals into one comprehensive plan.
With team members who have roots in Winona, MN, we look forward to helping Winona families along their journey.
We are a relationship-based company serving Winona and surrounding communities. We take the time to fully understand you, your financial situation and goals to create a comprehensive plan that reflects your values through the following services:
Financial planning helps simplify complex financial decisions by creating a strategy tailored to your goals, helping you prepare for retirement, preserve your wealth, and plan for future generations.
Whether you’re creating a legacy plan, serving as a trustee, or preparing to transfer wealth to future generations, our trust administration and estate services can help simplify the process while honoring your wishes.
Retirement planning is about more than replacing a paycheck. Our retirement planning services help coordinate income strategies, investments, tax planning, healthcare considerations, and long-term goals to help you retire with confidence.
Whether your goal is to keep your business in the family, transition ownership to employees, or prepare for a future sale, our team helps you develop a thoughtful strategy that reflects your financial goals and long-term vision.
Helping employees prepare for retirement starts with a well-managed retirement plan. Our 401(k) plan management services help employers oversee their retirement plans while supporting participants with the tools and guidance they need to plan for the future.
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
What do you want life to look like during retirement? Defining that dream is the first step toward making it a reality. Take our Retirement Lifestyle quiz to discover which retirement lifestyle fits you best: Explorer, Connector, Steward, or Seeker.
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.
