At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. For over a decade, 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.
William Walker and Robert Prevette founded Legacy Trust with a vision of delivering unparalleled wealth planning counsel with truly personal client service.
For Bill and Bob, meaningful client connections were both a benefit of the job and a bridge to understanding and fulfilling the needs of everyone who walked through the doors. Whether it was alleviating the burden of managing wealth, securing a family legacy for future generations or navigating a challenging trust, Bill and Bob provided sound advice while creating relationships with clients that were enhanced by the local nature of their firm.
They also believed in remaining steadfastly independent in their recommendations. To that end, they chose to create Legacy Trust as a chartered trust bank, which holds us to the highest standard of fiduciary responsibility, compliance and governance by a local board of directors. To this day, the entire management team and Board of Directors reside in West Michigan, ensuring decisions are made locally and never handed down by remote corporate officers.
Today, the principles Bill and Bob established provide a solid foundation for Legacy Trust. Each and every relationship is important to us because helping you establish your legacy is part of our own.
99 Monroe Ave, NW
Grand Rapids, Michigan 49503