Legacy Trust Gr
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.
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Verified contacts
18
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
202
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- BM
Brian M. Balke
Vice President, Senior Portfolio Manager & Wealth Advisor · Finance & Accounting
EmailPhone - BM
Brian Moore
Senior Vice President · General Business & Management
EmailPhone - KD
Kelly Deridder
Senior Vice President & Senior Trust Officer · Finance & Accounting
EmailPhone - GB
Greg Barshied
Portfolio Manager · Finance & Accounting
EmailPhone - JM
Jamie Moore
Finance and Operations Manager · Finance & Accounting
EmailPhone - MV
Melanie Vanderhoff
Senior Operations Manager · Operations
EmailPhone - AO
Andrew Otten
Associate Portfolio Manager · Finance & Accounting
EmailPhone - GA
Gavin Anderson
Performance Analyst · Finance & Accounting
EmailPhone - MF
Mary Foster
Client Services Associate · Customer/Client Service
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Legacy Trust Gr
18 distinct titles indexed · top 10 shown.
- 1associate portfolio manager
- 1brand and project manager
- 1client service associate
- 1client services associate
- 1compliance and tax associate and bsa aml officer
- 1director of wealth management
- 1finance and operations manager
- 1information security officer
- 1member board of directors
- 1performance analyst
- +8more titles
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