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.
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- 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
