Legacy Trust GR Employee Directory
Investment ManagementMichigan, United States11-50 Employees
Legacy Trust GR is an independent investment management firm based in Grand Rapids, Michigan, serving West Michigan since 2004. It concentrates on wealth management for affluent individuals and families, addressing the needs of the client, their family, and future generations. The firm uses a fee-based model to reduce sales pressure and conflicts of interest, supporting an objective, collaborative planning process with decisions made locally. In February 2025, Legacygr launched Legacy Trust Video Perspectives to enhance client engagement. It positions itself as a locally oriented provider within the investment management industry, emphasizing long-term client relationships.