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.


What To Expect From Us

  • Investment portfolio analysis
  • Financial plan review
  • Retirement capital & distribution strategies
  • Income tax reduction strategies
  • Business succession planning
  • Insurance analysis

Working Together

Our first priority is to get to know you and your financial goals. From there, your advisor will build a customized strategy based on your needs. Wealth Management is an ongoing process, we will help keep you on track and make adjustments as your needs change.

For client questions and servicing please contact: 

Robert Goetz


 

 

 

 

 

262.613.4174

Email Robert

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.