The Legacy Difference

At Legacy Trust, we concentrate on three things — you, your family and the generations that follow.

About Us

Each family is unique and your wealth management strategy should be too.

That’s why we remain an entirely independent trust-only bank. This independence gives us the ability to build programs and seize opportunities that are tailored to you and your family’s unique, personal situations.

It’s our mission to create lasting legacies by providing trusted advice and support that reduces the burden and worry of financial decisions.

The team you can trust.

We don’t have a B team; every member is an experienced and proven contributor. Our people have earned the industry’s most prestigious certifications and designations — from Certified Financial Planners and Chartered Financial Analysts to JDs and MBAs — and they all come together to provide the best and most robust wealth management services the industry has to offer.

We’re built on independence.

We recognize that there are no one-size-fits-all solutions when it comes to wealth planning, and we personalize our offerings and recommendations based on a client’s unique goals and objectives. Our independence allows our experienced advisors to provide fast and convenient decisions.

Integrity is the essential foundation of Legacy Trust.

We do what’s right, and we do it to the highest standards of excellence and transparency. Every decision we make is weighed against the measure of integrity. Legacy Trust adheres to stringent capital adequacy standards and is guided by a highly distinguished Board of Directors who provide oversight and governance on a local level.

Our Legacy

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.