As your net worth increases and your finances become more complex, the resources you need readily available to help manage your wealth also increase. What worked early in your accumulation of wealth may not necessarily be your best choice as your wealth continues to grow.
You may have a clear understanding of where you want to go. Or you may need guidance and a trusted advisor with whom to walk through your options. Our Financial Advisory Services team offers financial planning to help you chart a path to reach your financial goals, provide guidance to stay the course, and get you back on track when unexpected detours occur. Leveraging an array of wealth planning resources, our experienced financial planners will work with you to develop a strategic plan to address your needs.
Who We Are
With Commerce Trust Company, you can feel confident and secure about your family’s future. We take a full-service approach to wealth management with the goals of helping you simplify your complex financial life. Our proactive team takes the time to understand your personal and financial goals. We develop a customized plan specific to your wealth management needs and work with you to ensure success.
ABOUT COMMERCE TRUST
- Named the 2017 Best Private Wealth Manager Over $5 Billion by Private Asset Management (PAM)1
- Administers $52.72 Billion in client assets2
- Serves clients in all 50 states and in 25 countries
- Headquartered in Missouri
Whether you are making financial decisions for today or for the future, we provide objective advice, guidance, and financial planning that helps you create and grow your wealth as well as preserve it for future generations. We can help you see the big picture of your financial life, execute your financial plan, and track its progress along the way. We provide a level of commitment unmatched by others by building a dedicated team of specialists who can provide comprehensive and holistic wealth management solutions through investment management, wealth planning, private banking, and trust and estate services.
Explore Our Holistic Wealth Management Solutions >>
Wealth Management Solutions
We offer clients financial solutions that are delivered through personalized relationships with a dedicated team of specialists. The primary services of wealth management we provide include:
In addition to traditional wealth management services, we also offer a variety of specialized services for complex assets and changing needs which differentiate us from others in the industry.
1 Private Asset Management Awards - February 2017.
2 Based on assets under administration (AUA) as of June 30, 2019.