Wealth Management


Let us help you work toward preserving and accumulating wealth for your financial future. We develop a personalized plan to assist in your current financial needs and provide guidance in your long-term goals. Commerce Wealth Management provides professional financial advice with the highest standards of conduct and integrity.


Working Together

With Adam Rick at your side, you will enjoy the confidence that comes from working with a knowledgeable and trusted professional with over 24 years experience in the financial services industry.

Adam is here to help you plan for tomorrow, today. Schedule a consultation today!

Adam Rick, AAMS

Director of Commerce Wealth Management

A Rick Photo


24 years of Financial Service experience



262.317.7285

Email Adam



What To Expect From Us

  • Investment portfolio analysis
  • Financial plan review
  • Retirement capital & distribution strategies
  • Income tax reduction strategies
  • Business succession planning
  • Insurance analysis
         
Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Bank Deposit Not Insured by Any Federal Government Agency
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Commerce State Bank and Commerce Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Virginia, Arizona, Pennsylvania, California, Connecticut, Florida, Texas, Wisconsin, Iowa.  Check the background of the investment professionals associated with this site on FINRA’s Brokercheck.