Why we're better.
Legacy Trust started here and we’re staying here. We’re all about West Michigan; the culture, the values, and the strong work ethic that’s brought us to where we are today. This has allowed us to give each client a remarkably personalized experience with unsurpassed customer service. With our office in Grand Rapids you’re never far from a Legacy Trust advisor.
Our approach to growing and strengthening your wealth is what has made us and maintained us. Whether it’s retirement planning, philanthropic services, trust administration, or investment management, Legacy Trust uses a unique and innovative approach to managing wealth. By partnering with premier asset management firms, leading money managers, and trusted outside specialists to handle backroom processing, we can deliver all the services of a global wealth management firm, but provide the unique local perspective that is distinctly West Michigan.