Kansas City Wealth Management and Trust Solutions

Wealth management is an important component for those seeking a more secure financial future. But in today’s complex and ever-changing financial landscape, where managing wealth has become increasingly challenging, families and individuals often need experienced professionals to guide them.

The multidisciplinary team at Country Club Trust Company, a division of Country Club Bank, draws on decades of experience to address clients’ complex needs in wealth management, including financial planning, investment management, retirement planning, institutional and nonprofit investments and more.

Knowledge Center

We put you first by Providing Reliable Advice for Life's Transitions

We work with you personally, listening, asking questions and aligning your financial priorities with a strategy that aims to provide you with increased peace of mind.

Wealth and Investment Management Tailored to Your Unique Goals

We start by developing a personalized relationship with you to gain a deep understanding of your vision and values. We begin guiding you through the wealth and asset management process only after we have nurtured a relationship based on mutual trust and an understanding of your goals and objectives.

As a fiduciary, we are committed to putting our clients’ interests first. Your unique financial journey is our priority.

Our Planning and Services are here for your Life's Transitions

We understand that life has many transitions—and that your goals may change with them. It can also throw you unexpected curves that require you to adjust quickly. At Country Club Trust Company, we strive to help clients navigate these changes—whatever they may be—so you can focus on what matters most.

Through every step of the journey towards your financial goals and objectives, our team is by your side—with compassion, integrity, and trust—helping you make informed and confident decisions. Schedule an appointment at one of our Missouri or Kansas locations today!

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • Are not insured by the FDIC or any other federal government agency
  • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer