Our Approach

HOLISTIC MANAGEMENT SOLUTIONS

At 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.

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Cash Flow Management

  • Analyze Cash Requirements
  • Debt Management

Retirement Planning

  • Retirement Benefit Analysis
  • Retirement Income Planning

Investment Strategy

  • Customized Portfolio Construction
  • Determine Risk Tolerance and Time Horizon

Risk Management

  • Review Insurance Requirements
  • Disability and Long-Term Care Planning

Estate Planning

  • Reduce taxes
  • Distribute assets privately and expeditiously

Personal & Family Goals

  • Wealth Preservation and Transfer
  • Family Business Consulting

Tax Management

  • Tax Planning and Compliance
  • Charitable Planning

Education Planning

  • Education Funding Assessment
  • Tax Minimization Strategies*
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Get in touch with your Local Team

CONTACT YOUR TEAM

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

Disclosures:

* Consult with your tax advisor.

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