Welcome to Legacy Trust
On behalf of the entire Legacy Trust team, I wish to thank you for visiting our website to learn more about our new-generation investment and wealth management firm.
What do I mean by new generation? In the past, successful financial service organizations focused on developing rewarding long-term relationships with their clients. The foundation to this success was always placing the clients interest above all else. The delivery of quality customer care always reigned supreme over product sales. Customers liked it that way.
Successful organizations were small enough to be innovative, hands-on and responsive, yet large enough to meet a wide range of service needs. Customers liked it that way.
Successful organizations valued their employees and not only provided them with organizational stability, but offered a working environment that balanced professional development with quality family life. Customers and employees liked it that way.
The industry I joined 30 years ago has unfortunately moved away from these business values. The desire to resurrect these core beliefs for a new generation of clients in West Michigan is what led us to organize Legacy Trust.
I am extremely proud of what we have built in eight short years and value each client relationship. As you tour our website, you will discover many of the aforementioned attributes of a successful wealth management firm.
The Legacy Trust team and I look forward to the opportunity to serve your investment and wealth management needs.
Best Regards,
William A. Walker
President & Chief Executive Officer, Legacy Trust