Companies similar to LEGACY TRUST
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  • www.legacygr.com
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Legacy Trust is a Grand Rapids based wealth management and trust services firm that helps clients located around the United States with specialized, tailored financial planning and wealth management...
Relevance: 19.707598
  • www.goldbastion.com
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We are a global leader that innovates banking solutions. Gold Bastion is the junction for emerging technology, wealth management, financial responsibility, trust and stakeholder value... Gold Bastion Bancorp and Capital Trust is a leading wealth..
Relevance: 19.28384
  • www.1911trust.com
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Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families... For over 100 years and four..
Relevance: 19.010042
  • bridgestrust.com
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Bridges Holding Company established with ownership of Bridges Trust Company and Bridges Investment Management... We're a wealth management firm with a reputation - and legacy - for maximizing wealth and safeguarding assets... From financial..
Relevance: 18.768333
  • argentfinancial.com
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Argent Financial Group operates through several wholly-owned subsidiaries. We offer a wide range of trust and wealth management services to meet the needs of individuals and families, businesses and institutional clients. Our unique blend of..
Relevance: 18.725073
  • greenleaftrust.com
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Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration retirement plan service... At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth..
Relevance: 18.502115
  • www.mdcapwealth.com
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MD Capital and Wealth Management is an independent firm serving the needs of individuals, families and Healthcare professional groups. MD Capital & Wealth Management is an Investment Advisory Representative offering investments and Advisory Services..
Relevance: 18.019958
  • mckinleycarter.com
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McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services... At McKinley Carter, we believe confidence..
Relevance: 17.953821
  • agoratrust.com
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Agora Trust Ltd is domiciled in Anguilla and is currently operating with a restricted trust license issued under the Trust Companies and Offshore Banking Act, R.S.A. c.T60 by the Anguilla Financial Services Commission... Agora Trust Ltd is a one-..
Relevance: 17.939377
  • www.sentineltrust.com
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Sentinel Trust is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent..
Relevance: 17.921013
  • yourtrustee.com
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TCA TrustCorp America served as the trust affiliate of Ferris, Baker Watts, Incorporated, a highly regarded regional brokerage firm founded nearly 100 years ago until FBW was acquired by RBC Wealth Management in 2008. TCA is a preferred provider of..
Relevance: 17.89022
  • www.privatetrustllc.com
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The Private Trust team is comprised of seasoned professionals with diverse backgrounds ranging from individual and family wealth building to corporate structure and management. Our Philosophy is independent from the standard, one size fits all..
Relevance: 17.842962
  • www.cambridgetrust.com
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Cambridge Trust is dedicated to providing private banking, business banking, and wealth management services... Cambridge Bancorp, the parent company of Cambridge Trust Company, is based in Cambridge, Massachusetts. Cambridge Trust Company is a 133..
Relevance: 17.812052
  • caubleharre.com
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Cauble & Harre Wealth Management was founded by the sister and brother team of Liz Cauble and Peter Harre with the goal of providing personalized and effective wealth management and financial planning services... Cauble & Harre Wealth Management is..
Relevance: 17.674286
  • mooremillerinvestmentgroup.com
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The Moore Miller Investment Group helps cut through the clutter and develop a wealth plan that's right for you... Whether you're a wealthy individual, family or business owner, we bring together and simplify all the facets of wealth management to..
Relevance: 17.609657
  • www.beacontrust.com
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Beacon Trust Company is committed to providing the highest quality wealth management services to our clients and the communities we serve. We value personal and professional integrity in the workplace and strive to create a cooperative working..
Relevance: 17.58358
  • www.barharbor.bank
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Bar Harbor Bankshares (NYSE American: BHB) is the parent company of its wholly owned subsidiary, Bar Harbor Bank & Trust. Operating over 50 locations across Maine, New Hampshire and Vermont, Bar Harbor Bank & Trust is headquartered in Bar Harbor,..
Relevance: 17.539865
  • nesbittburns.bmo.com
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Financial planning, estate and trust services, philanthropic guidance and portfolio management, we deliver comprehensive wealth management... Wealth is personal and complex. We work to create sophisticated, tailored wealth solutions for high-net-..
Relevance: 17.52972
  • addwealth.net.au
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At Advantage Wealth Services we offer financial planning and wealth management advice to business owners and directors as well as individuals and families... At Advantage Wealth Services we help you get control of your money so you can live life on..
Relevance: 17.504742
  • wilsonwm.com
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In 2004, Mr. Wilson was named Head, Global Trust Operations, managing UBS trust companies in The Bahamas, the Cayman Islands, the Channel Islands, Singapore, and operations in Switzerland. Mr. Wilson served as Chair for each trust company and dealt..
Relevance: 17.488419
  • www.helvetic-trust.ch
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Helvetic Trust is a legally and financially independent, owner-managed company that specialises in the areas of wealth management, family office services, asset management and private equity... Helvetic Trust works with experienced specialists and..
Relevance: 17.460432
  • www.chenshueh.com
Our focus is on wealth management through trust & estate planning and administration. We also provide litigation and business law services...
Relevance: 17.413631
  • firstnevistrustcompany.com
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First Nevis Trust is your offshore financial services and wealth management partner. Whether you are a corporate client or a private individual we will provide the services for wealth management that you need... First Nevis Trust Company Limited..
Relevance: 17.338783
  • inletprivatewealth.com
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Inlet Private Wealth® was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them..
Relevance: 17.337267
  • www.ridgewoodwealth.com
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Ridgewood Wealth Management is a financial services firm serving families and individuals in the Dallas - Ft Worth Metroplex... At the heart of every relationship in life is trust. Trust is not accomplished through self-interested sales pitches or..
Relevance: 17.32387
  • www.bostontrustwalden.com
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Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients...
Relevance: 17.28653
  • sridanawealth.wordpress.com
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ABOUT US Sridana Wealth Management (KT0361324-W) was established on 07th Jan 2015 to provide comprehensive Financial and Estate Planning services with Will and Trust as the foundation. Sridana Wealth Management is a Franchisee of Rockwills..
Relevance: 17.284714
  • www.integritastrust.com
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Integritas is a division of the independent Trident Trust Group, an industry leader in the provision of corporate, trust and fund services to the financial services sector worldwide. Established more than 30 years ago, Trident Trust has offices in 24..
Relevance: 17.28352
  • www.tribecafinancial.co
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Tribeca Financial, LLC provides a wide range of investment management and private wealth management services. Our client relationship is built on personal trust, open communication and company side integrity...
Relevance: 17.26031
  • executivewealthsolutions.com.au
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Executive Wealth Solutions is different to other financial planners. We provide our clients with a powerful combination of expertise, independence and comprehensive ongoing wealth management... At Executive Wealth Solutions we are committed to..
Relevance: 17.212704