Legacy Trust GR

Investment Bank/Securities Brokerage - Grand Rapids, MI, US

Legacy Trust GR Employees
Kelly DeRidder

Senior Vice President & Senior Trust Officer

Contact Kelly DeRidder

Jamie Moore

Corporate Controller and Operations Associate

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Gavin Anderson

Operations and Investments Associate

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Laina Mills

Senior Vice President, Chief Investment Officer

Contact Laina Mills

Mark Periard

Director of Wealth Management

Contact Mark Periard

Danielle Stratton

Wealth Planning & Client Services Associate

Contact Danielle Stratton

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Legacy Trust GR Details

At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, 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.

Legacy Trust GR logo, Legacy Trust GR contact details
Website: legacygr.com
Employees: 20 - 49
HQ: 616-454-2852
Location: Grand Rapids, MI, US
Revenue: 20 - 50 Million
Investment Management Wealth Management Trust Planning and Administration Family Office Services Investment Bank/Securities Brokerage Management Investment Open-ended
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