LEGACY PRIVATE TRUST

Financial Services > General Finance

At Legacy Private Trust, our goal is to seamlessly integrate all facets of financial planning into a cohesive strategy that addresses your unique life circumstances. Recognized for our commitment to excellence, we offer comprehensive services that cover wealth management, estate planning, and retirement planning—ensuring that your financial aspirations are not just met but exceeded with precision and personal attention. Our financial advisors work diligently to create tailored solutions that reflect your long-term goals, whether it's optimizing investments or preparing for your golden years. As specialists in trust services and investment management, we’re prepared to navigate the complexities of maximizing wealth while minimizing tax liabilities. Understanding the sensitive nature of estate settlement, we approach each case with empathy and expertise. We believe in placing your needs at the forefront, always upholding unwavering ethics and values as we guide you toward a secure financial future.

Company Address: 2 Neenah Center 5th Floor, Neenah, WI, 54956

Our Business Hours:
Mon-Thu: 7:30 A.M to 4:30 P.M <-> Fri: 7:30 A.M to 3 P.M <-> Sat-Sun: Closed

Our Services:
Financial Planning, Trust Services, Investment Management, Estate settlement, Retirement Planning, Tax Planning

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