Manage Your Wealth

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Manage Your Wealth

Comerica Wealth and Institutional Management can be an invaluable ally to individuals and families of high net worth. You’ll benefit from your own wealth management team – a team that consists of financial planners, tax consultants, investment strategists, trust and estate planning specialists, lending officers, insurance advisors, and personal bankers. All of whom have a common goal: the preservation, enhancement and prudent management of your assets.

Wealth and Institutional Management Services include:

Investing

Portfolio Management

Wealth creates choices. Wealth & Institutional Management’s experienced portfolio management team will customize and manage your investment portfolio, making many of those choices more manageable.

Trust Services

Personal Trusts

Comerica has extensive experience in managing Personal Trusts that preserve your wealth, protect your family’s financial security, minimize estate taxes, and provide for favorite charities.

Wealth Planning

Estate Planning

As you accumulate wealth, it becomes increasingly important to have a plan to conserve it for your heirs. Our wealth planning specialists will help you develop a strategy that safeguards your estate.

Comprehensive Wealth Planning

Our specialists work with you to clarify and define your financial goals and develop and implement objective, customized strategies crucial to preserving and managing the wealth you have accumulated.

Retirement Planning

Our planners examine virtually every financial aspect of your retirement plan to mitigate the impact of taxes, take advantage of distribution options, and ensure a financially sound future.

DISCLOSURES:

Comerica's Wealth & Institutional Management team consists of various divisions of Comerica Bank and also subsidiaries of Comerica Bank including World Asset Management, Inc.; Wilson, Kemp & Associates, Inc.; Comerica Insurance Services; and Comerica Securities, Inc. Securities products and services are offered through Comerica Securities, Inc., which is a broker/dealer and member FINRA and SIPC. Comerica Securities, Inc. is also a federally Registered Investment Advisor. Insurance products are offered through various licensed insurance agencies including subsidiaries of Comerica Bank. Comerica Securities, Inc. and Comerica Insurance Services are subsidiaries of Comerica Bank.