Our Process

Commerce Advisors, LLC (Commerce Advisors) is a comprehensive private client services firm specializing in large wealth management and family office clientele. Commerce Advisors is an SEC registered investment advisor.

  • Focus on delivering consistently strong service to all clients
  • Highly qualified professionals and teams
  • Client-centric process that allows flexibility and customization
  • Trusted relationships with clients built on understanding
  • Commitment to retention through high performance
  • Coordination and communication with client’s other advisors
Data Gathering:
  • Understand existing financial and professional landscape
  • Determine what are the mutual value propositions for engaging Commerce Advisors, LLC
  • Uncover underlying uncertainties and omissions
  • Lifestyle needs / concerns
Strategy Development:
  • Discuss specific client needs and strategy customization
  • Define goals, expectations and time line for fiscal soundness
  • Discuss compensation and any exclusions to the plan
Strategy Evaluation:
  • Review solutions and planning strategy with client
  • Begin first stages of implementation (i.e. contracts, applications, client acceptance process)
  • Determine what professionals are needed and make introductions / client service team
Implementation:
  • Make investment allocations, cash flow schedules, establish annuities, etc.
  • Coordinate with outside professionals regarding their services
  • Centralize communication