MCB Trust

Individual Clients

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

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
 

WEB DEVELOPMENT AND WEB HOSTING BY STELLAR SYSTEMS, INC.