Legacy Trust

Closed
99 Monroe Ave NW Ste 600
Grand Rapids, MI 49503

Legacy Trust is a Grand Rapids-based wealth management and trust services firm dedicated to creating personalized wealth management strategies for families across the United States. With a strong emphasis on independence and integrity, the firm offers tailored financial planning and robust advisory services guided by experienced professionals who uphold the highest standards of fiduciary responsibility.

Founded by William Walker and Robert Prevette, Legacy Trust prioritizes meaningful client relationships and local governance, ensuring that decisions are made by a distinguished Board of Directors residing in West Michigan. The firm's mission focuses on alleviating financial burdens and securing legacies for future generations, providing clients with trusted advice that aligns with their unique goals and objectives.

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