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Legacy Private Trust Co
Financial Planner in Neenah WI
Areas of Expertise | financial planning | investment management | wealth management | asset management | charitable giving |
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Address
2 Neenah Ctr Ste 501
Neenah, WI
54956 -
Contact
tel (920) 967-5020
fax (920) 967-5079
lbrooks@lptrust.com -
Map
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About
Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms. Legacy specializes in investment management services for individuals and families, professional service organizations, family-owned and managed businesses and philanthropic organizations. A premier service organization, Legacy delivers advice for enhancing, preserving and transferring wealth through financial, tax, estate and charitable plannin
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Online
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I've been doing this for 22 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed