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.

Want to learn more about the Commerce qualifications and business practices? Click here for the Commerce Advisors ADV Form.

  • 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
  • Make investment allocations, cash flow schedules, establish annuities, etc.
  • Coordinate with outside professionals regarding their services
  • Centralize communication