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trustpointinc
Trust Point Inc. is seeking a Wealth Strategist to advise high-net-worth clients on wealth management, estate planning, tax strategies, and multi-generational planning. The role involves building strong client relationships and collaborating with internal teams to develop customized financial strategies.
Headquarters
La Crosse, Wisconsin, United States
Company Size
51-200 employees
Founded
1913
Trust Point Wealth Management is a financial services firm that provides personalized wealth management and financial planning for individuals, families, businesses, and non-profits. It focuses on time-tested strategies and custom-tailored solutions to help clients secure and simplify their wealth. Based in La Crosse, Wisconsin, the firm operates with broad, accessibility-driven hours (9:00–17:00 daily) under the brand promise to “Simplify Your Wealth.” The messaging emphasizes clear, comprehensive guidance to manage and grow wealth across diverse client needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for trustpointinc.