HOLISTIC MANAGEMENT SOLUTIONSAt Commerce Trust, we focus on your vision and offer you our guidance. Then, we work together to achieve your success.
We take the time to get to know our clients. We listen to their needs, help them determine what their personal and institutional goals are, and then provide them with resources and advice to make the best decisions possible. Our approach to wealth management is comprehensive and, most importantly, tailored to each client we serve.
- Analyze Cash Requirements
- Debt Management
- Retirement Benefit Analysis
- Retirement Income Planning
- Customized Portfolio Construction
- Determine Risk Tolerance and Time Horizon
- Review Insurance Requirements
- Disability and Long-Term Care Planning
- Reduce taxes
- Distribute assets privately and expeditiously
- Wealth Preservation and Transfer
- Family Business Consulting
- Tax Planning and Compliance
- Charitable Planning
- Education Funding Assessment
- Tax Minimization Strategies*
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
* Consult with your tax advisor.
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