Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Gertsema Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Gertsema Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Based on what was learned during the financial planning process, your Wealth Advisor will help select a blend of disciplined investment strategies to work towards your ultimate financial goals. Learn More
Legacy Planning
Your Wealth Advisor will work with dedicated specialists and will help guide you to resources to provide peace of mind for when you pass your wealth to the next generation. Learn more
Wealth Planning
Our wealth management process is built around your personalized financial plan. We learn all about you, where you are now, and where you’d like to be. Learn more
What to Bring
We will need a complete picture of your financial situation so that we can design a proposal best suited to your needs and goals. Learn more
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Personalized Wealth Management
Gertsema Wealth Advisors’ mission is to meet with clients on an individual basis, provide on-going financial advice, and base all decisions on individual client goals and risk tolerance. We design portfolios to provide income and peace of mind by minimizing risks and protecting profits. We are a wealth management firm based in St. Joseph, Missouri, serving families, business owners, executives, and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Gertsema Wealth Advisors help you on your True Wealth journey.
Contact one of our wealth advisors to request a complimentary consultation.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Gertsema Wealth Advisors is headquartered in St. Joseph, Missouri. Contact us today to speak with a wealth advisor or financial professional.
Insights
Gertsema Wealth Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Video
Quarterly Market Outlook Highlights: Q4 2021Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Read More
Market Commentary
Market Commentary: 4.3 Million Quit Their Jobs in ...Three economic data points released last week indicated the economy continues to rebound despite lingering challenges from the Delta variant. Job openings, which lag other measures by one month, fell to 10.4 million. Declines in demand for leisure and hospitality jobs pulled the openings back from July’s all-time high. Workers are showing increased confidence as a record 4 million people quit their jobs.
Read More
Blog
As Gaming Industry Levels Up, So Does ...Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.
Read More
Monthly Newsletter
Who is IRMAA and Why Is She ...There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check and see a chunk missing that’s gone to IRMAA.
Read MoreWeekly Market Commentary
- Market Commentary: Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record
For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194,000 jobs were created, missing expectations by nearly 300,000. A deeper look at the data shows the report wasn’t as bad as indicated by the overall number.Read more