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.
With Adam Rick at your side, you will enjoy the confidence that comes from working with a knowledgeable and trusted professional with over 27+ 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
27+ years of Financial Service experience
What To Expect From Us
- Investment portfolio analysis
- Financial plan review
- Retirement capital & distribution strategies
- Income tax reduction strategies
- Business succession planning
- Insurance analysis