Trust Point is proud to partner with Great Rivers United Way and Rotary Lights for this year’s Community Food Drive. Employees and community members are welcome to drop off donations in the La Crosse office lobby now through December 24th. Thank you for helping us make a difference! #Community
Trust Point Inc.
Financial Services
La Crosse, WI 1,715 followers
In doing what is best for our clients, we will be doing what is best for Trust Point.
About us
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a common goal - to personally attend to your financial objectives. Whether you are an individual in need of trust and financial services, or a company seeking a customized retirement plan, we are prepared to provide you with our professional expertise.
- Website
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http://www.trustpointinc.com
External link for Trust Point Inc.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- La Crosse, WI
- Type
- Privately Held
- Founded
- 1913
- Specialties
- Investment Management, Foundations & Endowments, Trust Administration, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, and Philanthropic Services
Locations
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Primary
Get directions
230 Front Street North
La Crosse, WI 54602-0489, US
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Get directions
Riverplace
43 Main Street SE, Suite 214
Minneapolis, MN 55414, US
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Get directions
7 S Dewey St
Eau Claire, Wisconsin 54701, US
Employees at Trust Point Inc.
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Matthew Evans
Senior Wealth Strategist | The Family Office at Trust Point Inc.
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Angela Strangman, MBA, CFMP- Vice President of Marketing
Trust Point, a wealth, investment and trust management firm, has been helping families and businesses reach financial peace of mind for over a 100…
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Randy Van Rooyen, CFA
Senior Vice President - Strategic Relationships at Trust Point Inc.
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Julie Westbrock
Vice President - Development at Trust Point Inc.
Updates
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When planning your year-end finances, looking at the holdings that are involved in your account, weighing various charitable giving options, and considering Roth conversions can help you make the most of your financial situation. Learn more in this video as Brenna Johnson, CFP® dives into these topics. Note: This is a clip of a recording from a prior webinar.
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Will your retirement savings support the lifestyle you’ve dreamed of? Get an estimate of how much you will have per month during retirement using our retirement calculator. https://lnkd.in/gEGm_sxP #RetirementPlanning
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At Trust Point, teamwork is one of our key values. Listen to the latest Poised for Exit Podcast to learn about our teamwork in action.
🎙️ New Episode Alert! This week on the Poised for Exit Podcast we’re spotlighting the power of internal collaboration with Randy Van Rooyen and Jon Marquet from Trust Point. With over 100 years of history, Trust Point continues to lead the way in Wealth Management, Trustee Services, and now, Exit Planning. Discover how their innovative, team-based approach saved a private business owner from a potential disaster—and how they’re redefining client success with their CEPA expertise. 👉 Don’t miss this episode: https://ow.ly/ILKK50UpCKO Thank you to our sponsors! Evolve Systems Sunbelt Business Advisors of Minnesota Trust Point Inc. #BusinessGrowth #BusinessStrategy #PoisedForExit #Leadership #BusinessSuccess #Podcast #BusinessOwner #ExitStrategy #ExitPlanning #WealthManagement #CEPA
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Congratulations to our very own Ashley Hamby, MS I/O Psychology, SHRM-CP on being selected as a Future 5 Award recipient as part of the La Crosse Area Chamber of Commerce's 2025 Young Professionals Awards!
We are very excited to announce the 2025 Young Professionals Awards recipients! Entrepreneur of the Year Award: Emily Boland, Hunt and Gather Grazing Boards Emerging Leader Award: Ashley Santolin, Mayo Clinic Health System Best YP Workplace of the Year Award: Aptiv Future 5 Award: Aubrey McCarty, Dale's Clothing Alora Fitzgerald, LADCO La Crosse, WI Ashley Hamby, MS I/O Psychology, SHRM-CP, Trust Point Inc. Christina Mehrkens, La Crosse Area Builders Association Tyler Jarrett, Badger Corrugating Congratulations to all of these amazing individuals! The Young Professionals Awards will take place on January 16 from 5:30pm – 8:30pm, so save your seat today! Register here: https://lnkd.in/gYiQpqFg Presenting Sponsor: Performance Foodservice Event Sponsors: Emplify Health, Trust Point Inc. After Party Sponsor: Performance Foodservice Entrepreneur of the Year Sponsor: BVISIONS MEDIA - LA CROSSE, WI. | Bailey Nelson Radisson Hotel La Crosse #Lacrossechamber #Chooselacrosse #Explorelacrosse #Thriveinlacrosse #Lacrossewi #Driftlessregion #FirstFriend
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Planning for the future? Roth accounts are excellent savings tools and great for leaving a tax-free legacy to your heirs. #FinancialTips #Roth
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Finish the Year Strong!💪 Our Year-End Money Moves guide offers valuable insights on tax strategies, investment tips, estate planning updates, and retirement contribution limits to help you make the most of your finances before the year ends. ⌛Download your free copy by December 31st and take the next step toward a financially confident future. https://lnkd.in/gqPV9VKp
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Trust Point is proud to be partnering with the Great Rivers United Way and Rotary Lights to collect non-perishable food donations again this year for the Community Food Drive. There is a barrel located in our La Crosse office lobby in which we will collect donations from employees, as well and community members through December 24th. Thank you to everyone who has already supported the drive!
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