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Your Legacy Begins With Us

WEALTH MANAGEMENT THAT ENDURES

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.

Doing Business – and Earning Trust – One Family at a Time

» PERSONALIZED PLANNING & ACCOUNT SERVICES

» LEADERS IN INVESTMENT MANAGEMENT

Latest Publication Posts:

Paul Kasriel Commentary:
Who Are You Going to Believe?

August 2016 Economic and Financial Digest
Workers Regaining Bargaining Muscle

  • Kathleen A. Brost has been hired as a trust and financial advisor, bringing her diverse financial industry background that includes insurance as well as financial planning  to Legacy’s relationship management team.

  • 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.