Legacy Trust

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300 Ottawa Ave NW Ste 600
Grand Rapids, MI 49503

Legacy Trust is a Grand Rapids-based wealth management firm and trust bank that specializes in providing tailored financial planning and wealth management services to clients across the United States. With a team of experts in investment management, trustee services, and family office solutions, they are dedicated to helping families build and sustain their wealth for generations.

Focused on a diverse clientele that includes business owners, corporate executives, retirees, multi-generational families, and foundations, Legacy Trust offers comprehensive strategies to address complex financial needs. Their commitment to exceptional service and a disciplined investment approach positions clients for long-term success in an evolving financial landscape.

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