Chris Ward Senior Vice President, Financial Advisor Commerce Brokerage Services, Inc.

Chris is a financial advisor with Commerce Brokerage Services, Inc. He joined Commerce in 2010 to help clients define their financial goals, develop a strategy to make them a reality, and measure their progress along the way. Chris has 10 years’ experience helping clients take a holistic approach to their financial life. He educates his clients about life insurance, annuities, and longterm care, and he specializes in financial planning and risk management. He holds a bachelor of science degree in psychology from Saint Louis University.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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