



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.
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.
Stay up to date with Legacy’s current events, market updates, and other news.
We have four Wisconsin-based office locations and serve clients throughout the country.
Trusted Guidance: Our Comprehensive Trust Management Solutions
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.

Our Team
Our staff of talented and credentialed professionals are committed to building enduring relationships with you and your family.

A message from Legacy Director and client, Fritz Merizon
Testimonials
Our Blog
Insights and News

Key 2024 Tax Form Distribution Deadlines: A Guide to Staying Ahead this Tax Season
While many are accustomed to expecting all their tax documents by the end of January, it’s crucial to understand that the deadlines for issuing different tax forms can vary.

Still Time to Make Your 2024 IRA Contribution
What Is New with IRA Contributions? Since 2020, individuals of any age with earned income have been eligible to contribute to a traditional IRA, eliminating

A Move Toward Opportunity: Balancing Lifestyle and Financial Strategy
Relocation is more than a change of address; it is an opportunity to redefine priorities, enhance quality of life, and implement strategic financial decisions. As
Our Locations

Corporate Headquarters
Neenah, WI
2 Neenah Center
Neenah, WI 54956
Alternative Mailing Address:
P.O.Box 649
Neenah, WI 54957
(920) 967-5020 or (866) 811-1500

Madison Office
P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500

Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500

Neenah Office
2 Neenah Center
Neenah, WI 54956
Alternative Mailing Address:
P.O.Box 649
Neenah, WI 54957
(920) 967-5020 or (866) 811-1500

Oconomowoc Office:
930 Armour Road
Oconomowoc, WI 53066
Mailing Address:
P.O.Box 47
Oconomowoc, WI 53066
(262) 468-7620 or (866) 811-1500
Learn More About How We Can Help You Build Your Legacy
Our Locations

P.O. Box 259411
Madison, WI 53725
(608) 256-2777 or (866) 811-1500

Wausau Office
P.O. Box 1329
Wausau, WI 54402-1329
(715) 716-4721 or (866) 811-1500

Corporate Headquarters & Neenah Office
Two Neenah Center, Fifth Floor
Neenah, WI 54956
(920) 967-5020 or (866) 811-1500
Alternate Mailing Address:
P.O. Box 649
Neenah, WI 54957-0649

Oconomowoc Office
930 Armour Road
Oconomowoc, WI 53066
Mailing Address:
P.O. Box 47
Oconomowoc, WI 54957-0647
(262) 468-7620 or (866) 811-1500