Seniors Choice Insurance Center

Legacy Private Trust Company, based in Oconomowoc, WI, offers trust management services as an independent trust company. Since its inception in 2004, the company has focused on providing customized wealth management solutions by fostering long-term client relationships. Legacy Private Trust Company emphasizes adhering to industry standards, ethics, and values while prioritizing clients’ needs in all business decisions. With a dedicated team of investment and trust professionals, Legacy Private Trust Company is committed to delivering comprehensive trust management solutions. The company’s staff aims to build enduring relationships with clients, ensuring personalized service and tailored financial planning. Clients can benefit from services such as estate planning, investment management, retirement planning, tax planning, and charitable giving. Generated from the website content

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Lane Albrecht is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Oconomowoc, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.