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
December 2024 Market & Economic Recap: A Year in Review
Join Connor O’Brien and PJ Schaefer as they provide a detailed recap of the economic and market performance over the past year, offering insights into
The Value of a Trusted Financial Advisor: Securing Your Legacy
Navigating the complexities of wealth management requires not only expertise but also a trusted partner who understands your goals and values. At Legacy Private Trust
Key Tax Updates for 2025: Insights to Guide Your Planning
With the arrival of the 2025 tax year, staying informed about changes to the tax landscape is essential. At Legacy Private Trust Company, we aim
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