More About Legacy Private Trust

At Legacy Private Trust, the future of your finances is a canvas we paint together. We, your dedicated squadron of financial advisors, blend artistry with the acumen to craft a masterpiece of financial success tailored exclusively for you. From the moment we meet, your goals become our compass, guiding us as we navigate the ever-evolving economic landscape. Our journey with you extends beyond conventional financial advisory. As your confidants and strategists, we steer through intricate terrains, be it tax optimization, intergenerational wealth transfer, or comprehensive risk management. Our financial advisors ensure that no detail goes unnoticed, providing you with a panoramic view of your financial universe. The legacy we co-create is built upon a foundation of mutual trust and empowerment. With our guidance, you become the maestro of your financial symphony, conducting a harmonious arrangement that resonates across time. Together, we inscribe your story onto the annals of economic triumph.

Email: jerivbarry@gmail.com
Working Hours: Mon - Thu: 07:30 - 16:30 , Fri: 07:30 - 15:00
Services: Financial Planning, Trust Services, Investment Management, Estate settlement, Retirement Planning, Tax Planning

Additional Details

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Location

Legacy Private Trust
2 Neenah Center 5th Floor
Neenah, Wisconsin 54956

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