Private Wealth Management

Team-Based, Customized and Holistic

The Team Approach to
Wealth Management           



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.

Let Our Team Work For You

Team

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 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.

Committed

Our Services

Financial Planning
Financial Planning


Learn More

Retirement Planning
Retirement Planning


Learn More

Trust and Estate Planning-1
Trust and Estate Planning

Learn More

Education Planning
Education Planning

Learn More

Investment Management Services
Investment Management

Learn More

Private Banking
Private Banking

Learn More

Risk Management and Insurance Services
Risk Management and Insurance Services

Learn More

Tax Management
Tax Management


Learn More

Family Office Services
Family Office Services


Learn More

A Team of Specialists Working Together For You

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.1

Wealth Management Consultant


Initially evaluates your situation, gathers information, presents our capabilities and assembles the in-house team. 

Financial Planner

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

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

Portfolio Manager


Creates and monitors your investment portfolio based on your objectives and risk tolerance.

Private Banker

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

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.

The Private Bank at Commerce Trust is a business unit of Commerce Trust, a division of Commerce Bank, Member FDIC.

Contact Our Wealth Management 
Team Today

Required Information*