Tower Wealth Managers

Wealth Management

country club trust

In addition to providing investment management and financial planning services to clients, our organization has the resources available through many affiliates to provide a complete array of wealth management services. These affiliates and their services include:

  • Country Club Bank offers all the traditional services of banks, as well as brokerage services.
  • Country Club Trust Company provides traditional trust and estate services.
  • Country Club Financial Services offers life and health insurance products, including Medicare Supplement plans.
  • Country Club Capital Advisors helps individual business owners with ownership transitions and succession planning.
  • Capital Markets Group, a division of Country Club Bank, offers fixed income strategies and support to banks, corporations and financial institutions of all sizes.
  • The Capital Corporation offers investment banking and consulting services for financial institutions including mergers, acquisitions and divestitures; ownership planning; strategic planning and more.

Securities offered through Money Concepts Capital Corp. are not FDIC Insured/No Bank Guarantee/May Lose Value – Member FINRA/SIPC. Country Club Bank is an independent firm not otherwise affiliated with Money Concepts Capital Corp.

Some information provided may be obtained from outside sources believed to be reliable, but no representation is made as to its accuracy or completeness. Documents on this web site are intended for discussion purposes only and should not be considered a recommendation. Please note that investments involve risk, and that past performance does not guarantee future results.