Legacy Trust GR

Legacy Trust GR Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2004
Founded
  • Employees
  • 9
Employees

Legacy Trust GR General Information

Description

Legacy Trust GR is a wealth management firm providing services to business owners, corporate executives, retirees, multi-generational families, special needs families, foundations and endowments. The firm was founded in 2004 and is based in Grand Rapids, Michigan.

Contact Information

Year Founded
2004
Service Provider Type
LP Consultants
Primary Office
  • 99 Monroe Avenue, North West
  • Suite 600
  • Grand Rapids, MI 49503
  • United States
+1 (616) 000-0000
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Legacy Trust GR Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Legacy Trust GR Team (11)

Name Title Deals Office Contact
Info
Tracey Hornbeck President & Chief Executive Officer Grand Rapids, MI
Mark Periard Senior Vice President and Director of Wealth Management Grand Rapids, MI
Melanie VanderHoff Senior Vice President & Director, Operations & Risk Management Grand Rapids, MI
Tom Blower Assistant Vice President and Senior Wealth Planner Grand Rapids, MI
Brian Balke Assistant Vice President and Portfolio Manager Grand Rapids, MI

3 Former Team Members