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Legacy Private Trust

local
Neenah, Wisconsin, 54956

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We Can Help You Build Your Legacy

About Legacy Private Trust

At Legacy Private Trust, our mission is to redefine wealth management through a distinctive approach. We believe that managing your wealth is not only about monetary gains but also about securing your legacy and achieving your life's ambitions. Our commitment to you is unwavering, and we pledge to always prioritize your needs. Our financial decisions are not made in isolation, they are carefully crafted to align with your unique life goals. When you partner with us, you become an integral part of our journey, and your aspirations become our mission. We are dedicated to delivering a personalized wealth management experience that reflects your values and dreams. Trust is the cornerstone of our relationship, and we are determined to exceed your expectations, ensuring that every decision we make resonates with your vision for the future. Reach out to us at your earliest convenience to gather further insights and information about our products.

Contact Us

  • (920) 967-5020

Services

  • Financial Planning
  • Trust Services
  • Investment Management
  • Estate settlement

Company Details

Hours of Operation
Mon to Thu 07:30 - 16:30 | Fri 07:30 - 15:00

Contact Information

Company Name
Legacy Private Trust
Location
2 Neenah Center 5th Floor
Neenah, Wisconsin, 54956
United States