How We Work With You
AT COMMERCE TRUST WE:
- Take a comprehensive, full-service approach to help you create and grow your wealth as well as preserve it for future generations
- Dedicate a team of in-house specialists who provide solutions based on your financial and personal goals
- Operate as a fiduciary, ensuring we are always putting your best interests first
- Create a customized approach tailored to each client’s needs
Holistic Wealth Management Solutions
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.
Concierge-Level Banking and Lending
We offer a full range of customized banking services to simplify day-to-day financial management and optimize your complete financial picture. Our private bankers will take time to get to know you and your unique situation. With our holistic approach, we will leverage efficient and cost-effective banking solutions to meet your needs.