Clients engage MCB Trust & Wealth Management for a variety of reasons, and they all have one thing in common: a desire to make smart, prudent financial decisions. At MCB Trust & Wealth Management, we tailor specific plans to help you achieve your goals.
With local decision-making and local leadership, our trusted advisors help clients like you solve complex financial problems.
Individuals & Families
- Investment Planning
- Portfolio & Asset Management
- Distribution Planning
- College Funding
- Retirement Planning
- Brokerage Services*
- Estate Planning
- Legacy and Next Generation Planning
- Real Estate Services
Business Owners
- Succession Planning
- Risk Management
- Retirement Planning
Executives
- Tax Sensitive Investment Planning
- Cash-Flow Management
- Stock Options
- Concentration Risk & Management
For a complete list of Services, click HERE.
Investment products such as stocks, bonds, and mutual funds are: NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
*Investment & insurance products are offered through Wintrust Investments LLC, Member SIPC, are not a deposit account of Morton Community Bank, are not FDIC-insured, and may lose value
