A Comprehensive Approach to Private Wealth Management


Regardless of your age or income, it is crucial to your financial well-being to have the confidence to control your money. From managing your cash to knowing your net worth to understanding life insurance choices, learn how to make educated financial decisions that will help you prepare for the next chapter of your life.  

The articles below highlight a few scenarios that demonstrate the comprehensive approach our advisors take to build a plan that works for your unique situation. Fill out the contact form to schedule a conversation with a financial planner. 



Related Articles


What Should You Do with Extra Cash?

By: John Ludlow, CFP®, Financial Planner

Cash strategies are as unique as one individual to the next — there is no “one size fits all” solution.

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Women and Investing: Knowing Your Net Worth

By: Elizabeth Bartlett, CFP®, Financial Planner

For women, having a seat at the table — particularly when it comes to their finances – is paramount.

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Consider Life Insurance That Pays for Long-Term Care

By: Chris Ward, Financial Advisor, Commerce Brokerage Services, Inc. 

Consider how life insurance can provide financial protection against the potentially high cost of health care down the road.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The opinions and other information in the commentary are provided as of July 6, 2023.

This summary is intended to provide general information only, and may be of value to the reader and audience. 

This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Commerce Trust is a division of Commerce Bank Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee