Legacy Private Trust Company

Services Offered

• Wealth management
• Financial planning
• Investment management
• Trust services

About

Legacy Private Trust Company is a full-service trust and investment management firm located in Neenah, Wisconsin. The firm specializes in customized wealth management, financial planning, and investment solutions, focusing on building long-term personal relationships with clients. Established in 2004, Legacy manages nearly $2 billion in assets and serves clients across the United States and internationally from its four Wisconsin locations. With a dedicated team of nearly 50 professionals, Legacy is committed to providing tailored financial guidance to individuals and families.

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