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Legacy Trust GR

Email address and contacts

Quick try with Jamie Moore from legacygr.com

Legacy Trust GR company description

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.

Key Employees

  • Jamie Moore
    Corporate Controller and Operations Associate
  • Jeff Dixon
    Sr. Vice President ands Sr. Portfolio Manager
  • Brian Balke
    Vice President, Wealth Advisor

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New team members of Legacy Trust GR

Tracey Hornbeck
President & CEO
Mark Periard
Director of Wealth Management
Bonnie Miller
Member of Board of Directors
Laina Mills
Senior Vice President, Chief Investment Officer
Thomas Preston
Investment Associate
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