Legacy Private Trust Company
Candy H. Thurs, CTFA and CWS, serves as Vice President and Team Lead for North Central Wisconsin at Legacy Private Trust Company since October 2020, focusing on Wealth and Trust Administration. Previously, Candy held the role of Director - Private Wealth Advisor at BMO Wealth Management, specializing in financial planning and investment for families and organizations. Candy's extensive experience includes leadership positions at Associated Bank, where responsibilities ranged from managing a team of Private Bankers to overseeing operations for multiple retail branches. With a Bachelor's degree in Business Administration - Economics from Auburn University and certifications as a Certified Trust and Fiduciary Advisor and Certified Wealth Strategist, Candy brings strong financial expertise and strategic planning skills to the industry.
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Legacy Private Trust Company
Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/