Legacy Private Trust

Legacy Private Trust is a leading wealth management firm dedicated to helping families achieve financial security and prosperity across generations. Our team of experts brings together decades of experience in investment management, tax optimization, estate planning, and more. We work collaboratively with outside advisors, such as attorneys and tax professionals, to create a comprehensive financial plan that is tailored to your unique needs and goals. With our deep roots in the community, we have served multiple generations of families, building long-term relationships based on trust and mutual respect. Our personalized approach to wealth management ensures that we take the time to understand your priorities and develop strategies that align with your values. Whether you are looking to grow your wealth, preserve your assets, or transfer your legacy to future generations, Legacy Professionals is here to help you achieve your dreams.

Services:

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

E-mail: jerivbarry@gmail.com