Wealth Planning
SECURE YOUR FAMILY'S FINANCIAL FUTURE
When you share your vision of your financial future with Commerce Trust, our personal wealth management team can help make it a reality. Whether you are making financial decisions for today or for the future, we provide objective advice, guidance and financial planning that help you create and grow your wealth as well as preserve it for future generations.We can help you see the big picture of your financial life, execute your financial plan, and track its progress along the way.
Our Financial Advisory Services team offers financial planning to help you chart a path to reach your financial goals, provide guidance to stay the course, and get you back on track when unexpected detours occur. Leveraging an array of wealth planning resources, our experienced financial planners will work with you to develop a strategic plan to address your needs, including:
- Retirement and estate planning
- Income tax management
- Long-term care plans
- Disability and life insurance needs
- Education planning
- Charitable giving strategies
- IRA distribution and stock option alternatives
- Legacy Planning
Additionally, the Financial Advisory Services team can assist business owners with unique wealth planning challenges, such as:
- Management consulting
- Succession planning
- Retirement and benefit plans
- Business valuations
- Real estate valuations and property management
We help you identify your goals and aspirations — both short-term and long-term — and equip you to make the best possible financial decisions with confidence and clarity.
Our approach combines our personal investment services into a road map and provides you with a baseline for monitoring your progress. Move beyond thinking of results only in terms of simply meeting or beating investment benchmarks and keep focused on what matters most — achieving your long-term goals.
Disclosures:
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