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Trusted Professionals

A Promise That Endures

When nine experienced investment and trust professionals united together over a decade ago, we did so with a very simple yet insightful vision: to provide highly-personalized wealth management with an emphasis on developing long-term relationships with individuals and families; to measure our efforts with the highest standards, ethics and values; and a commitment to put our clients’ needs at the forefront of all business decisions.

Today, our team of 28 exceptionally talented, experienced professionals works with a limited number of clients and focuses exclusively on the financial issues that affect high-income individuals and families. Legacy’s personalized approach to wealth management has produced a growing list of clients who represent successful individuals who share our passion for excellence and work diligently for a stronger future for themselves and their community.

The Legacy Advantage

In a world of financial markets that are constantly evolving, it’s difficult to know whom to trust with your financial future. Recent years have taught us that our tradition of prudence, transparency, risk management and integrity have become even more important than ever. Legacy’s corporate business model as a state-chartered, independent and single-purpose bank not only embodies those desired qualities, but also encourages a high level of trust, security and confidence.

We invite you to experience our commitment of strong client advocacy and exceptional personalized service. We believe you will find peace of mind with Legacy’s refreshing, reassuring and results-oriented approach in providing wealth management solutions.

Lastly, we promise to always be mindful of our clients’ financial objectives and will continue to hold fast to our ethical guiding principles that place our clients’ interests first.

Michael B. Mahlik and Joseph E. McGrane