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Our Story

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.

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Our Clients

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.

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Contact Us

We have four Wisconsin-based office locations and serve clients throughout the country.

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Noteworthy News

Stay up to date with Legacy’s current events, market updates, and other news.

Our Story

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.
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A message from Legacy Director and client, Fritz Merizon

Testimonials

“Legacy Private Trust offers us so much more than money management. In many respects, that element of the relationship is simply “table stakes”. The team at Legacy has helped us greatly as we navigate tax management and estate planning issues. They’ve worked as trusted advisors alongside our legal and accounting teams to properly position us to achieve our financial goals”

Our Blog

Insights and News

Winding Road

Where Do We Go From Here?

There has been nowhere to hide in 2022. Year to date, through …

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Marissa Downs

Marissa Downs Appointed to Board of Directors

Legacy Private Trust Company recently announced the appointment of Mrs. Marissa Downs …

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When Will Inflation Peak Header

When Will Inflation Peak?

It’s been a rough ride for investors as all major asset classes …

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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

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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