Legacy Private Trust Company

Services Offered

• wealth management
• investment management
• retirement planning
• estate planning

About

Legacy Private Trust Company is a financial planning firm located in Oconomowoc, Wisconsin. The firm specializes in personalized wealth management services tailored to meet the unique needs of its clients. They offer a range of services including investment management, retirement planning, and estate planning. Legacy Private Trust Company serves individuals and families looking for comprehensive financial guidance to help them achieve their financial goals.

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Business Information