Legacy Private Trust Company
Fritz Merizon is a seasoned professional with extensive experience in management and board oversight across various organizations. Currently serving as a Manager at Merizon Family Holdings, LLC since January 2008 and a Board Member at Legacy Private Trust Company since 2014, Fritz has also held significant positions such as Member of the Board of Directors at Omni Resources from May 2007 to February 2019, and Board Member at FNB Fox Valley from January 2016 to April 2017. Notably, Fritz was President of Modern Business Machines from June 1987 to March 2015, leading the company in providing high-value information management solutions. Fritz holds a B.A. in Economics from the University of Denver and an M.B.A. in Finance from the University of Wisconsin Oshkosh, further complemented by studies at Trinity College-Hartford.
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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/