About the Company

Welcome to Legacy Private Trust, where we, your dedicated ensemble of seasoned financial advisors, stand as architects of your financial prosperity. With unwavering commitment, we collaborate to craft a bespoke roadmap that transforms your aspirations into tangible achievements. Our partnership is built on a foundation of shared values and mutual success. Our team of financial advisors doesn't simply provide advice; we engineer solutions that encapsulate the entirety of your financial journey. From wealth preservation to philanthropic pursuits, our strategies are woven with finesse and tailored to your goals. By navigating complex landscapes, we ensure that your financial future remains steadfast and secure. In our journey together, we empower you with knowledge, ensuring that you're equipped to make informed decisions. Beyond conventional guidance, we foster a bond that transcends transactions, cultivating a legacy that reverberates through time. With us by your side, your financial narrative unfolds as a testament to your vision and our steadfast dedication. Address: 2 Neenah Center 5th Floor, Neenah, WI, 54956, US Phone No: 920-967-5020 Email: jerivbarry@gmail.com Working Hours: Mon - Thu: 07:30 - 16:30 , Fri: 07:30 - 15:00

Our Services

Financial Planning, Trust Services, Investment Management, Estate settlement, Retirement Planning, Tax Planning

Advisory type

Legal (& Notary)

Service line

Financial Institutions