When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust Company, they did so with a very simple, yet insightful vision.
We have four Wisconsin-based office locations and serve clients throughout the country.
Stay up to date with Legacy’s current events, market updates, and other news.
We are a company built on a culture of client service. We share the same values of our clients and are committed to placing their interests above all else.
Trusted Guidance: Our Comprehensive Trust Management Solutions
When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust Company, they did so with a very simple, yet insightful vision:
- Provide distinctly customized wealth management with an emphasis on developing long-term personal client relationships.
- Measure all efforts against the highest industry standards, ethics and values.
- Place clients’ needs at the forefront of all business decisions.
Our Team
Our staff of talented and credentialed professionals are committed to building enduring relationships with you and your family.
A message from Legacy Director and client, Fritz Merizon
Testimonials
Our Blog
Insights and News
Guarding Against Grief: Navigating Financial Scams During Vulnerable Times
Legacy Private Trust Company is committed to safeguarding the financial well-being of families, especially during grief and their most vulnerable moments. It is with this
Mastering the Art of Financial Harmony: Navigating the Tension Between Frequent-Flyer Aspirations and Marital Financial Goals
In the landscape of personal finance and investment, the quest for frequent-flyer status can spark significant discord among couples. Often viewed as a symbol of
Embracing Tradition: Lessons from The Masters and the World of Investing
The Masters golf tournament and the realm of successful investing, though seemingly disparate, are interconnected by their rich traditions. These traditions endure over time and
Learn More About How We Can Help You Build Your Legacy
Our Locations
Neenah Office &
Corporate Headquarters:
Two Neenah Center, Fifth Floor
Neenah, WI 54956
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649
(920) 967-5020 or (866) 811-1500
Oconomowoc Office:
35303 Pabst Road
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Madison Office:
10 E. Doty Street, Suite 800
Madison, WI 53703
(608) 256-2777 or (866) 811-1500
Wausau Office:
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500