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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.

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Individuals & Families

  • Investment Planning
  • Portfolio & Asset Management
  • Distribution Planning
  • College Funding
  • Retirement Planning
  • Estate Planning
  • Legacy and Next Generation Planning  
  • Real Estate Services
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Business Owners

  • Succession Planning
  • Risk Management
  • Retirement Planning
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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