EXPERIENCE A DIFFERENT KIND OF TRUST:
For over 100 years, we have provided our clients comprehensive services and sound advice for the entire family. Our industry-leading client satisfaction scores are due to our track record of delivering personalized service with care, providing peace of mind and helping you succeed no matter what your financial goals are.
Our key difference is our ability to build a customized team around you that is made up of veteran specialists in all aspects of wealth management. Your Commerce Trust advisor will coordinate a Portfolio Manager and Private Banker for you. They will also help you access our specialists in financial planning, estate planning, taxes, insurance, real estate and family business based on your unique situation.
WE’LL HELP YOU SWITCH
As your net worth grows, you may discover that you have outgrown your advisor or realize that your goals are no longer aligned. Regardless of the reason, we understand that breaking up with an advisor is difficult. We help you have the conversations with your current advisor, and guide you through the process designed to provide an effortless and seamless transition.
HOW TO SWITCH
- Let us know you’re interested in finding a new advisor in the form below.
- Meet with one of our Wealth Management Consultants, so we can learn more about your specific situation and financial goals.
- The Consultant will build a team tailored to the specific service you need — investment planning, wealth planning, private banking, trust and estate services — working together to create an integrated, customized financial plan.
- If you choose to move forward, Commerce Trust will help you with the transition process. We can manage the paperwork on your behalf so you don't have to talk to your former advisor or we can provide talking points to help you end the relationship.
- Doesn’t take the time to get to know you
- Can’t provide you with a holistic team of specialists
- Doesn’t take the time to inform and educate you
- Calls you only once or twice a year
- Ignores relevant family members
- Waits for you to initiate meetings
- Doesn’t bring new ideas when situations change
It’s your money. Your nest egg. Your safety net. Your family’s future.
If you are not aligned with your Advisor, it jeopardizes your goals and the stability of your loved ones. You owe it to yourself to switch to Commerce Trust and get the level of personal attention and service that you deserve.
LET’S TALK ABOUT SWITCHING
Fill Out the Form Below, Call us at 855-295-7821 or Contact Us: