Legacy Private Trust

At Legacy Private Trust, excellence in providing personalized financial advice is not simply a goal; it’s our standard practice. A holistic view underscores every aspect of our service offerings—from estate planning to comprehensive wealth management—ensuring alignment with your unique needs and aspirations. Estate planning with us translates into peace of mind as we navigate the complexities of preserving your wealth for future generations. Advanced tax planning techniques maximize savings and efficiency within the bounds of ever-evolving fiscal legislation. With a traditionally grounded yet innovative approach to investment management, we seek sustainable growth tailored to your level of comfort regarding market risk. Retirement planning also forms a critical component of our advisory services—whether you're envisioning early retirement or aiming for robust financial freedom in later life stages—crafted through foresight and careful scenario analysis. Entrust your financial future with Legacy Private Trust—a partnership where Integrity meets Innovation on the path to achieving your long-cherished objectives. Address: 2 Neenah Center 5th Floor, Neenah, WI, 54956, US | Phone: (920) 967-5020