Secure Login About Contact Us Personal, Institutional & Nonprofits Team Service Above the Ordinary Our Kansas City based team of investment professionals makes decisions based on what's best for our clients. We strive to provide a heightened level of personal attention to your investing by doing the right thing, the right way, the first time. Your personal portfolio manager will meet with you to assess your needs and provide customized solutions. Knowledge Center Month in Review – October Equities, particularly those on the domestic front, bounced back strongly post a difficult September. A View from the Tower – Third Quarter, 2021 The primary storyline remained focused on COVID-19, the Delta variant in particular, on both the health and financial fronts. That being said, during the quarter, the following were some key coronavirus-specific related items... Retirement Plan Limits for 2021 To make it possible for voluntary retirement savings to keep up with inflation, the various numerical limits embedded within qualified retirement plans are indexed for inflation. Get a Handle on your Retirement Every day, roughly 10,000 Americans must decide whether they have achieved sufficient financial independence, enough to be able to leave the paid workforce. Tax Currents It is a common charge in some quarters that the Tax Cuts and Jobs Act of 2017 was a “giveaway to the rich.” Steve Forbes begs to differ, and he has the numbers to prove it. View More Affiliates Country Club Bank Capital Markets Group Asset Management Group, Inc. Country Club Trust Company CC Capital Advisors The Capital Corporation Wheatland Advisors Personal, Institutional & Nonprofits Investment Management Wealth Management Financial Planning Tower Equity Strategies Fixed Income Outside Manager Selection Team About Us Contact Us Form ADV 2A & 2B Form CRS (ADV Part 3) Publications Site Map Privacy Notice Website Privacy Policy Website Accessibility Statement Website Terms of Use ® 2021 Tower Wealth Managers, All Rights Reserved Some information provided may be obtained from outside sources believed to be reliable, but no representation is made as to its accuracy or completeness. Documents on this web site are intended for discussion purposes only and should not be considered a recommendation. Please note that investments involve risk, and that past performance does not guarantee future results.