Legacy Trust
In matters of wealth, details matter. The personal, income and tax-planning needs of one client are different from the next. We turn these variables into a personal strategy that we’re confident will deliver repeatable outcomes. Our approach is consistent and proven. Our people are local, yet think with a global perspective. And our firm is independent, ensuring you never get offered a product or service that’s not in your best interest.
At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. For over a decade, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding. The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused. In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount. Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.
Address: 99 Monroe Ave, NW Suite 600 Grand Rapids, Michigan 49503
Phone: +1 616 454 2852
FAX: +1 616 451 3312
