The wisdom to ask the right questions.
As we focus on helping you achieve your financial goals, we also focus on earning your trust by providing superior accountability. Many large financial firms treat you like a stranger in the crowd. At Legacy Trust, each advisor directs a limited number of accounts, ensuring a balanced client-to-advisor ratio. We provide financial safeguards and are regularly audited and examined by an independent accounting firm and Michigan’s Office of Financial and Insurance Regulation to assure your financial affairs are properly and securely administered. Legacy Trust is the more personal and responsive wealth management solution. And because we’re based right here in Grand Rapids, decisions are made locally.