At Commerce Trust, our approach to wealth management is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives from more financial disciplines converge to create a more customized plan designed uniquely around your goals. The team at Commerce Trust is committed to getting to know you — your situation, what’s important to you, your personal and family goals for today and tomorrow. Your entire story. Because we believe it’s the only way to uncover true opportunity and deliver personalized solutions for our clients.
Our collaborative team approach allows us to extend a wide range of wealth management services to you under one comprehensive roof.
Committed to Meeting Your Needs
Whether you have established wealth, are transitioning to a new level of wealth, are experiencing a change in your family situation preparing for how your wealth will shift between generations, we provide objective advice and financial strategies, such as estate strategies, tax strategies, or charitable strategies, to help guide your financial decisions for today and for the future.
We can help you see the big picture of your financial life, define and prioritize your financial goals, execute your financial plan, and proactively track its progress along the way to preserve and continue to grow your wealth for future generations. With the Commerce Trust team on your side, you can feel confident and secure about the future.
Led by your relationship manager, your multi-disciplinary team will collaborate to offer guidance on a wide range of wealth management needs that takes into account your holistic financial picture.
Wealth Management Consultant
Initially evaluates your situation, gathers information, presents our capabilities and assembles the in-house team.
Financial Planner
Works in coordination with your other Commerce Trust advisors to deliver objective financial planning advice and customized planning strategies to meet your needs.
Private Client Advisor
Helps you develop a financial roadmap based on your personal and family goals and is responsible for coordinating the efforts of other team members and external advisors, such as your estate planning attorney and accountant.
Portfolio Manager
Creates and monitors your investment portfolio based on your objectives and risk tolerance.
Private Banker
Aligns your banking needs with other aspects of your plan, from sophisticated financing to daily checking, savings and credit card needs.
Specialty Services Advisors
Families with significant wealth may employ the services of Commerce Family Office. Our specialty services also include expertise on complex assets such as business ownership, residential, commercial and farm real estate, oil, gas and mineral management.
