Legacy Private Trust Company

Legacy Private Trust Company is among the regions preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax...

Investment management,trust services,financial planning,estate planning,tax planning,charitable giving planning,and retirement planning

Legacy private trust company operates in the Investment management industry.

Legacy private trust company's revenue is 1m - 10m

Legacy private trust company has 11 - 50 employees.