Private Wealth Management
Team-Based, Customized and Holistic
Our collaborative team approach allows us to extend a wide range of wealth management services to you under one comprehensive roof.
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 Consultant
Initially evaluates your situation, gathers information, presents our capabilities and assembles the in-house team.
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.
Creates and monitors your investment portfolio based on your objectives and risk tolerance.
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.