At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, 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.
View Top Employees from Legacy Trust GRWebsite | http://www.legacygr.com |
Revenue | $6 million |
Funding | $350000 |
Employees | 24 (23 on RocketReach) |
Founded | 2004 |
Address | 99 Monroe Avenue NW Suite 600, Grand Rapids, Michigan 49503, US |
Phone | (616) 454-2852 |
Fax | (616) 451-3312 |
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Industry | Investment Management, Finance General, Finance, Wealth Management, Trust Planning and Administration, Family Office Services |
Competitors | Fiduciary Trust Company, Greenleaf Trust, Legacy Private Trust Company, Legacy Trust Family Wealth Offices, Whittier Trust Company |
SIC | SIC Code 67 Companies, SIC Code 673 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523991 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Legacy Trust GR employee's phone or email?
The Legacy Trust GR annual revenue was $6 million in 2024.
Brian Moore is the Senior Vice President of Legacy Trust GR.
23 people are employed at Legacy Trust GR.
Legacy Trust GR is based in Grand Rapids, Michigan.
The NAICS codes for Legacy Trust GR are [52399, 523991, 5239, 523, 52].
The SIC codes for Legacy Trust GR are [67, 673].