The Legacy Advantage

About Legacy

Our Mission

To be the premier provider of investment management, trust and planning services to high net-worth individuals and families, businesses and philanthropic organizations, and to provide exceptional long-term results for our clients and shareholders.

Our Commitment

To provide the highest level of investment, trust, planning and advisory services in the marketplace. We are dedicated to delivering superior financial solutions to our clients through the continuous improvement of our capabilities and our professional staff. Our highly experienced and talented staff allows us to consistently meet the highest standards. We promote a team approach, supported by state-of-the-art systems and sophisticated technology, that is focused on gathering, analyzing and implementing relevant information to produce exceptional results for our clients.

Our History and Core Values

Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms.

To help clients reach their financial objectives, Legacy adheres to some simple mandates and core values. With these concepts as a foundation, we put our clients on the road to achieving their goals:

  • Service to the client above all else
  • Honesty, integrity and confidentiality of purpose
  • Professional commitment and continuous self-improvement
  • Excellence in everything we do
  • Mutual respect among fellow employees