We reduce the burden of financial decisions with trusted advice and custom plans to create and support your legacy. Our experienced investment team applies thoughtful market insight to build sophisticated investment portfolios to meet the unique needs of every client, maximizing potential returns while managing risk.
What will your wealth accomplish in your generation? Or the generations that follow? You need a trusted family advisor who can help you achieve your wealth preservation goals. In matters of wealth, details matter. Our approach is consistent and proven; and our firm is steadfastly independent, ensuring you never get offered a product or service that's not in your best interest.
What will your wealth accomplish in your generation? Or the generations that follow? You need a trusted family advisor who can help you achieve your wealth preservation goals. In matters of wealth, details matter. Our approach is consistent and proven; and our firm is steadfastly independent, ensuring you never get offered a product or service that's not in your best interest.
Services
At Legacy Trust, we concentrate on three things - you, your family and the generations that follow. Each family is unique and your wealth management strategy should be the same. That's why we remain an entirely independent trust-only bank. This independence means we can craft a solution focused around your unique circumstances.
You deserve only the best. That's why, in addition to holding the Legacy organization to the highest standards of ethics and fiscal responsibility, we hold our people to the highest standards of professional excellence.
Legacy team members have earned the industry's most prestigious certifications and designations - from Certified Financial Planners and Chartered Financial Analysts to JD and MBAs - ensuring that you have access to the best our industry has to offer.At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company.
Legacy team members have earned the industry's most prestigious certifications and designations - from Certified Financial Planners and Chartered Financial Analysts to JD and MBAs - ensuring that you have access to the best our industry has to offer.At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company.
You have worked hard. Now how can you make all of that work hard to support you and the rest of your aspirations? For many, a closely-held business functions as their primary source of wealth. At Legacy Trust, we can partner with you prior to and during a business transition or sale. Through the process, we'll provide what's needed, including investment services, trust counsel, even Family Office services.
Make more informed decisions and better manage your wealth with valuable insights into the latest economic news and financial forecasts. Have you ever thought about the investment value of your Social Security benefits?
In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter discussed a relatively simple method to estimate how large an investment portfolio must be to support retirement expenses not covered by regular income sources.The outcome was.
In a previous blog about having enough money in retirement, Associate Wealth Planner Danielle Parmenter discussed a relatively simple method to estimate how large an investment portfolio must be to support retirement expenses not covered by regular income sources.The outcome was.
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