Your business success and personal wealth planning go hand in hand. After all, you're working hard to build the financial future you want for you and your family. But like most business owners, professionals and executives, you're too busy with day-to-day demands to navigate the complexities of comprehensive wealth planning.
As the Leading Bank for Business*, Comerica understands these demands and that's why the Wealth Advisors from our Business Owner Advisory Services team work with you and your advisors to align your business success and personal wealth goals. Through a comprehensive wealth planning process, we help guide and consult to determine the solutions essential to plan, prepare and protect what you built so you can achieve your goals and protect your legacy.
As a business owner it takes a dedicated team to build a successful business. You need an equally dedicated team to prepare your customized wealth plan – designed to help you prepare and protect your personal wealth and the financial future of you and your family.
Prepare: As the leading bank for business*, Comerica has the resources and experience to help you prepare for the inevitable challenges of managing business and personal wealth.
Plan: Our Business Owner Advisory team works with you and your advisors to develop a strategy and create a customized plan for every stage of your business life cycle, your future and your family.
Protect: With over 168 years of experience, Comerica is here to help you protect what you've built, with comprehensive planning and strategic solutions.
Can't wait to start? Call us today:
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*Comerica ranks first nationally among the top 25 U.S. financial holding companies, based on commercial and industrial loans outstanding as a percentage of assets, as of September 30, 2017. Data provided by S&P Global Market Intelligence.
1One complimentary Wealth Plan valued at $10,000. Appointment must be made with a Comerica Business Owner Advisor. The Wealth Plan offer is non-transferrable and has no cash value. No purchase necessary. Certain restrictions apply and you must meet certain minimum qualifications. This offer expires on 4/30/2019 and can be withdrawn at any time.
Comerica’s Wealth Management team consists of various divisions of Comerica Bank, affiliates of Comerica Bank including Comerica Bank & Trust, N.A., and Subsidiaries of Comerica Bank including World Asset Management, Inc.; Comerica Securities, Inc.; and Comerica Insurance Services, Inc. and its affiliated insurance agencies. World Asset Management, Inc. and Comerica Securities, Inc. are federally Registered Investment Advisors. Registrations do not imply a certain level of skill or training. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.
Non deposit Investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested.