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VerifiedInvestment Management· Founded 2004

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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HeadquartersGrand Rapids, United StatesEmployees29(11 to 50)Annual revenue$1M to <$10MFounded year2004Websitelegacygr.comLinkedIn profileLinkedIn

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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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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