In 1913, a community in southwestern Wisconsin came to a new realization – they were no longer just surviving. They were thriving. With success came a new set of needs. These needs, they concluded, could not be met by a bank. A fully independent institution, a trust company, was established to manage their estates and assets. This tradition of independence has continued to set Trust Point apart. Read More »
At Trust Point, we understand that your success is hard-earned. Credentialed, licensed, skilled professionals will listen to your trust, investment, financial planning, or employee retirement plan needs and help you formulate a plan. Read More »
We're so dedicated to matching the right planning to your life that we've developed a multi-phase approach: from setting priorities to gathering data to analyzing options and refining the plan. Read More »