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Nick Carver Email
VP, Director Investment Services . Legacy Private Trust Company
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Employees:
51Revenue:
$10.4MAbout
Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. Legacy professionals bring decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, are based on thorough research, a disciplined investment process and structured risk management techniques. Most importantly, we offer a special blend of intelligence and empathy, a combination of personal and professional, which allows us to serve our clients with distinction.Legacy Private Trust Company Address
Two Neenah CenterNeenah, WI
United States