Legacy Private Trust

At Legacy Private Trust, our commitment is rooted in providing personalized financial stewardship tailored to the unique scenarios that our clients face. Adept at navigating the complexities of modern finance, we excel as a premier financial advisor by actively listening and adjusting to your individual circumstances. From meticulous estate planning designed to secure your legacy for generations, through keenly focused retirement planning, down to strategic tax planning, our advisors are well equipped to manage all facets of your fiscal matters. Our suite of services includes comprehensive financial planning, cutting-edge investment oversight, robust trust provisions, and precise estate settlement operations, culminating in an encompassing approach toward managing wealth. With ethics and values held as benchmarks for success, it is the importance placed on cultivating longstanding personal relationships with clients that fortifies Legacy Private Trust's position as a beacon of reliability in wealth management excellence. Address: 2 Neenah Center 5th Floor, Neenah, WI, 54956, US | Phone: (920) 967-5020