Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust.

Our Location

Tower Trust Coming Soon!

The Northwest Bank Investment Management Group will be Tower Trust & Investment Company in January 2025.

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Tower Trust & Investment Management

Invest For Your Financial Freedom

Developing customized investment strategies and financial planning for each phase of life.

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Our team has over 150 years of combined experience in the financial industry. We use that experience to develop investment management strategies that help you reach your personal financial goals. We believe in developing long-term relationships through our outstanding service.

The Investment Management Group team of professionals is here for you through the phases of your financial life cycle, from saving for retirement, through the time to plan your financial legacy and administering your estate. We offer clients a comprehensive selection of services to manage your wealth and help navigate the complexities along the way.

Phase 1. Accumulation

Saving and investing correctly to meet your goals for the future.

Phase 2. Preservation

Preserving your wealth through your retirement and beyond.

Phase 3. Financial Management

Stepping in to take over complete money management.

Phase 4. Legacy

Ensuring your final wishes are met as your trustee, agent or executor.

Fiduciary Advantages

We are a fiduciary which means we are required by law to put our clients’ best interests ahead of our own. This means you never need to worry about us buying or selling investments in a way that are not the right fit for you. We will always act in your best interest when supplying investment advice – every time.

Not all investment advisers are held to this high standard. There are some that make decisions based on their own ability to make commissions. We are proud to uphold our fiduciary duties which demands the highest of ethical standard in our relationship with you.

Long-Term Goals

Our Expertise

Tower Trust & Investment Company can develop customized solutions that meet your needs. Regardless of your level of wealth, capitalizing on opportunities to preserve, grow, and manage that wealth paired with a well-organized estate plan requires the sophisticated guidance of a professional who knows and understands your long-term financial goals.

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Investment Management Services

We manage portfolios for individual, business and nonprofit organizations, in addition to providing IRAs and living trust arrangements.

Our investment services are managed locally, so you have access to the full team that are working for you.

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Trust Services

At Tower Trust & Investment Company, we have services to provide more complete financial planning. We will work with you and your beneficiaries to ensure outstanding management and administration of your trust.

We provide services for irrevocable trusts, revocable trusts, estate administration, charitable trusts and conservatorships.

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Employer Retirement Plans

If you are a business owner or nonprofit competing in today’s job market, you need competitive benefits. That includes an employer sponsored retirement plan.

We will partner with you to provide the appropriate plan for your company including 401(k)s, profit sharing plans, SIMPLE and SEP IRAs.

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Client Dedication

Financial Views

Investor Articles and Videos

Financial Advice

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In the Community

Exciting Changes Coming in 2025!

As many of you are already aware, we recently announced the Investment Management...

Client Testimonials

Investment Services

Client

My husband and I have spent years saving for our retirement, and now that time is getting closer. We are so thankful to have the team at Tower Trust & Investment Company helping us. They have given us great advice on preparing for retirement. They’ve modeled where we are and what annual income we can expect when we’re done working. Most importantly, they’ve done an incredible job on getting us a good return on our investments. We feel so good knowing they will continue to be with us through our retirement years. I know we’re not their biggest client – but it’s our life savings so it’s a lot of money to us. They take that responsibility seriously and they never fail to treat us like we’re their most important customer.

Trust Services

Client

Life can be hard, but preparing for the future can sometimes be harder. I was picked by my parents to be their power of attorney in the event that they would not be able to make financial decisions for themselves. When my father died, I had been dealing with a trust department in a large national bank. After my mom got to the point where her dementia prevented her from participating in the management of our family trust, I started looking for a more personal fiduciary relationship. From the first meeting with Cody, Keith and Rebecca, I knew they would give me great counsel and the personal touch I wanted from people who would watch out for Mom's best financial interests. Tower Trust is on top of every market nuance and proactively offers options and advice to protect our family trust and guarantee Mom's financial future. It's like we're all one family.

Our Location

Tower Trust & Investment Management

Phase 1. Accumulation

Phase 2. Preservation

Phase 3. Financial Management

Phase 4. Legacy

Fiduciary Advantages

Long-Term Goals

Our Expertise

Investment Management Services

Trust Services

Employer Retirement Plans

Combined Years of Experience

Managed Assets

Client Dedication

Financial Views

Investor Articles and Videos

Client Feedback

Client Testimonials

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