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Investment management helping you plan for the future

Helping You Plan for
the Future You Envision

You likely have an idea of how you want retirement to look or the lifestyle you want your family to enjoy, but you may not know how to make those visions a reality. An advisor at Commerce can help you create a plan to help you achieve your goals. We’ve helped investors for more than 155 years through all market cycles, and we are ready to help you too.

Retirement

Retirement

Whether you are in retirement or still planning for it, a Commerce advisor can help you create and manage a plan that considers rising healthcare expenses, Social Security, saving for multiple goals, and much more.

Education Savings

Education Savings

Public or private? In-state or out-of-state? These are questions that many families who are saving for college need to answer to help them set their savings goal. An advisor at Commerce can help you weigh your options and align your education savings plan with your values.

Wealth Transfer

Wealth Transfer to heirs

Nearly everyone owns something of value, and therefore nearly everyone needs a plan for their estate. Your priorities may include ensuring your loved ones receive your valuables according to your wishes, leaving a financial legacy, or transferring wealth tax-efficiently. An advisor at Commerce can help you explore your wealth transfer goals and develop a plan to support you.

Life Events

Life Events - Transitioning finances

Even the most well-considered plans can get off track when life happens. Some life events are planned while others occur unexpectedly. An advisor at Commerce can help you prepare for or adjust to any of them.

We're here to help.1

When you are ready to plan your future schedule time to speak to an advisor at Commerce or learn more about the wealth management services available to you.

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Mutual funds, annuities, and other investment products:

Not FDIC-insured

May lose value

No bank guarantee


Commerce Brokerage Services, Inc., member FINRA, SIPC, is a wholly owned subsidiary of Commerce Bank. Commerce Trust Company is a division of Commerce Bank. Commerce Family Office is a unit of Commerce Trust Company.

Insurance products sold through Commerce Insurance Services, Inc., a wholly owned subsidiary of Commerce Bank. Commerce does not offer tax or legal advice. Consult your tax or legal advisor.

This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.