Wealth management that provides you the financial peace of mind to enjoy all of life's most precious moments. What is important to you is important to us. We take time to listen to your values and goals and provide you with a personalized plan to meet your specific needs and the needs of those you care about.
Our solutions offer financial peace of mind so you can focus on what you enjoy most! We take the time to get to know you, your values, and what you want to achieve and then customize your personal financial roadmap. Being your financial partner involves more than just managing portfolios and estate or tax planning.
Our solutions offer financial peace of mind so you can focus on what you enjoy most! We take the time to get to know you, your values, and what you want to achieve and then customize your personal financial roadmap. Being your financial partner involves more than just managing portfolios and estate or tax planning.
Services
Our Story
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In the first decade of the twentieth century, individuals and business owners in La Crosse, Wisconsin needed help administering their estates and managing their assets, but there was no trust company within 80 miles. In 1913, a handful of individuals with ties to the banking industry responded to this by founding the La Crosse Trust Company.
Our Team
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Don't wait apply today! If you are committed to excellence, and want to join team of like-minded individuals, take a look at our open positions and see if one is a fit! The thing I've wanted most in a career is the opportunity to continually learn and grow professionally and Trust Point provides exactly that.
Our Approach
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We understand that every client's plan for their future is unique. Whether it involves traveling to new places, saving for your child's college or creating an endowment for a cherished organization, we'll transform your vision into reality. From the very beginning, we listen to research, listen to the market and, above all, listen to you.
Investment Management
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The team at Trust Point will help you develop a comprehensive estate and financial plan based on your specific objectives. We will work with all of your current advisors, accountants, attorneys, and insurance providers to make sure that all elements are known and included. Our experienced professionals can assist with investments, retirement planning, trusts, and philanthropic services.
Trust & Estate Services
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Trusts are how we began, and trusts continue to be a bedrock of our business. We know that you aren't just concerned about financial security for yourself - you want to ensure that your success continues into the future, for generations to come. Trust Point offers a variety of trust and financial services in order for you to fulfill and sustain those wishes and objectives.
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