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 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.
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.
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
Bank Lending Bottoms – April 2024 Chart Check
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance.
10 Things You Should Know About Estate Planning
Author: Kathy Brost, Trust and Financial Planning Officer Estate planning stands as a cornerstone of responsible financial management, ensuring that your legacy is preserved and
Entrepreneurial Spirits – April 2024 Chart Check
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance.
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