Investment and Trust Services through Legacy Private Trust
Providing our clients with quality comprehensive service means going beyond personal banking to offer wealth management resources and tools. As your personal banker, we believe it’s our responsibility to ensure you receive wealth management services from someone we know and trust. That way, we can work as a team to protect your assets.
Oak Bank has partnered with Legacy Private Trust to provide our clients convenient access to exceptional investment and trust services. Legacy’s reputation for integrity and uniquely personal service are characteristics that we look for in a business partner and both Oak Bank and Legacy share the same core values and service philosophies. Because of that, we’re able to work as a team to provide the highest quality service to the individuals, families and businesses that we have the privilege of calling our clients.
If you’re interested in wealth management, an Oak Bank representative can help connect you to an experienced advisor at Legacy who can help you define a financial strategy in the areas of:
- Investment or Asset Management
- Wealth Planning
- Trust and Estate Administration
- Tax Services
- Financial Planning
- Retirement Income Planning
- Wealth Transfer and Gifting Strategies
Oak Bank and Legacy; a partnership to help secure your financial future.
At Legacy, we believe our focused, disciplined approach to wealth management significantly contributes to helping you and your family achieve your personal and financial dreams and goals.
Visit www.lptrust.com or ask your Oak Bank advisor for more information.
Trust and Investment Management Disclosures
The investment products and services offered by Legacy Private Trust are independent of the products and services offered by Oak Bank, are not a deposit and are not FDIC insured, involve investment risk and may lose value, are not bank guaranteed and are not insured by any federal or state government agency.