Women face unique financial challenges as they age, making long-term care planning essential. Explore how proactive planning can secure your future and provide peace of mind: https://lnkd.in/gcdn8kem #FinancialPlanning #LongTermCare #LegacyPrivateTrust
Legacy Private Trust Company
Investment Management
Neenah, WI 1,154 followers
A single business focus: to build and preserve your wealth with intelligence, compassion, and personalized service.
About us
Legacy is among the regions's preferred wealth advisory firms, with assets under management approaching 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As a fiduciary, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/
- Website
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https://www.lptrust.com/
External link for Legacy Private Trust Company
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Neenah, WI
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Investment Management, Trust Services, Financial Planning, Estate Planning, Tax Planning, Charitable Giving Planning, and Retirement Planning
Locations
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Primary
Get directions
Two Neenah Center
Fifth Floor
Neenah, WI 54956, US
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Get directions
35303 Pabst Rd
Oconomowoc, Wisconsin 53066, US
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Get directions
10 E Doty St
Suite 800
Madison, Wisconsin 53703, US
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Get directions
P.O. Box 1329
Wausau, WI 54402, US
Employees at Legacy Private Trust Company
Updates
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Considering a significant charitable contribution? Learn how strategic planning, like establishing a Charitable Remainder Trust, can maximize your impact while managing financial risks. Explore our latest insights on planned giving: https://lnkd.in/g5cJh6Wj #Philanthropy #CharitableGiving #CRT #Legacy
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Identity theft is more than just a financial risk—it can also have serious tax implications. Discover essential steps to protect your personal information and secure your financial future. At Legacy Private Trust Company, we're here to help you stay vigilant and safe: https://lnkd.in/gjewtwkp #IdentityTheft #FinancialSecurity #TaxProtection
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Legacy #ChartCheck: Mortgages rates have dropped to the lowest levels in 15 months, raising hopes for a relief in the battered U.S. housing market. For additional investment information, visit www.lptrust.com
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As the "Dog Days of August" settle in, it's the perfect time to pause and reflect on your financial goals. August offers a unique opportunity to reassess your plans, adjust your strategies, and prepare for the year-end push. Let this slower season work in your favor by ensuring you're on track for success. Need guidance? Legacy is here to help: https://lnkd.in/gsWHCBNx. #FinancialPlanning #LegacyPrivateTrustCompany #WealthManagement
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Looking to make a meaningful impact with your charitable donations? Discover how donor-advised funds and private foundations can give you greater control over your giving. Our latest article explores these options and provides expert insights to help you align your philanthropy with your values. Read more and start planning your legacy today: https://lnkd.in/gNDCmfjE #CharitableGiving #Philanthropy #LegacyPlanning #WealthManagement
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Planning for the future of your business is just as important as building it. A well-crafted succession plan not only secures your retirement but also ensures the continuity of your company for generations to come. Whether you're passing the torch to family members or selling to a third party, it's never too early to start planning. Let Legacy Private Trust Company help you safeguard your business and your legacy: https://lnkd.in/gc4REKsm. #BusinessSuccession #RetirementPlanning #Legacy
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Once upon a time, there was no such thing as a tax break for individual retirement savings. That all changed in 1974 with the passage of the Employee Retirement Income Security Act (ERISA). ERISA’s primary goal was to ensure that retirement promises made by private companies to their employees were kept, and that tax-preferred retirement savings programs were available to all, without discrimination. But what about those who didn't have an employer plan? Enter the Individual Retirement Account (IRA)! Initially, eligible taxpayers could contribute up to $1,500 and receive a tax deduction. Over the years, rules evolved, introducing the Roth IRA in 1998, offering a new way to save with potentially tax-free distributions. Here's to half a century of empowering individuals to secure their financial futures! 🎉 #IRA50 #RetirementPlanning
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Aging is a natural part of life, but how you age can be influenced by the daily habits you choose. From staying physically active to maintaining strong social connections, each step you take today can help ensure a healthier, more fulfilling future. At Legacy Private Trust Company, we’re here to support not just your financial well-being but your overall wellness. Discover how you can stay physically and financially fit as you age. 💪💼 #HealthyAging #FinancialWellness #LegacyPrivateTrustCompany
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Legacy #ChartCheck: Much of the rise in unemployment in the last year is for <34, while 35+ unemployment rates remain steady. For additional investment information, visit www.lptrust.com
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