Tower Wealth Managers was established as a Registered Investment Advisor (RIA) in 2007, and is a wholly owned subsidiary of Country Club Trust Company (CCTC). Prior to becoming Tower Wealth Managers, the group managed assets as the Country Club Trust Company (CCTC) since 2002.
We serve as investment manager for various clients, which includes individuals as well as non-profit organizations, corporations, endowments, and foundations. We are a fee-based manager, thus our financial goals align with those of our clients. We believe investment management is a business based on trust, and have built our business on this basic premise. We make portfolio decisions and develop asset class assumptions within the confines of a team environment, while employing an individual approach to serving our client’s portfolio needs.
Tower Wealth Managers is a fiduciary whose duty is to serve the best interests of our clients, including an obligation that requires us to put our client’s interest above our own. Included in the fiduciary standard are the ongoing duties of loyalty and care, and we make investment decisions under this standard. This relationship may differ from some other types of financial organizations who do not employ a fiduciary standard.