



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

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

Securing an Estate Post-Loss: A Comprehensive Guide for Executors
Navigating the intricate responsibilities of estate administration following the loss of a loved one can be a formidable task. A crucial part of this process

Preserving Wealth: Unraveling IRS Waivers and Exceptional Cases in IRA Rollovers
Welcome to this informative article that explores the rules and exceptions related to IRA rollovers and the IRS’s authority to waive the 60-day requirement. Managing

Housing Turns Back Up
In an increasingly data-driven world, the investment team at Legacy realized that, through charts and graphs, we would be able to convey information more quickly
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