Legacy Private Trust Company is a full-service trust and investment management firm based in Neenah, WI. We are a state-chartered, single-purpose bank that provides distinctly customized wealth management, financial planning, and investment solutions with an emphasis on developing long-term personal relationships.
Legacy was founded in 2004 and is approaching $2 billion of assets under management. Legacy has almost 50 employees and serves clients throughout the United States and internationally out of our 4 Wisconsin locations: Neenah, Oconomowoc, Madison, and Wausau. Legacy has an amazing, highly talented, and experienced team of caring professionals who love to help clients and love what they do.
