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Your Legacy Begins With Us

WEALTH MANAGEMENT THAT ENDURES FOR A LIFETIME

The dedicated professionals at Legacy share an unwavering passion for creating lasting partnerships and generating successful results for clients. Excellence is a core value in our company and is evident in our commitment of strong client advocacy, exceptional personalized service and integrity of our business approach.

Our team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, are based on thorough research, a disciplined investment process and structured risk management techniques.

Most importantly, we offer a special blend of intelligence and empathy, a combination of personal and professional, which allows us to serve our clients with distinction.

» PERSONALIZED PLANNING & ACCOUNT SERVICES

» LEADERS IN INVESTMENT MANAGEMENT

Latest Publication Posts

A Close Fed Decision, August 2015 Economic and Financial Digest

SPECIAL DIGEST EDITION:
Coping with the IRS (or Any Entity) Data Breach, July 2015 Economic and Financial Digest

Paul Kasriel Commentary:
If the Fed Raises Policy Interest Rates in 2015, It’s Likely to Be One and Done

  • Legacy proudly announces that David W. Trotter, Trust Investment Officer, has earned the prestigious Chartered Financial Analyst Designation.

  • Legacy Private Trust is now hiring for a number of positions within our organization. Visit our Careers page to find out more about our growing team.

  • For over a decade, Legacy has proudly provided top quality, specialized investment management and trust services to its clients. Our track record is impeccable.