Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.Read more
[vc_row css=”.vc_custom_1540479123889{padding-top: 0px !important;padding-bottom: 0px !important;background-color: #5a5378 !important;}”][vc_column][vc_empty_space height=”15″][vc_row_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360676977{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491859291904{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]

Effective Game Plan
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360687530{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491859326002{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]

Advice in Common Language
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490360696294{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1491860581609{margin-top: 0px !important;margin-bottom: 15px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]

Straightforward Fees
[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row el_class=”center-row” css=”.vc_custom_1491509120777{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_empty_space height=”15″][vc_column_text]
Download one of our free resources.
[/vc_column_text][vc_empty_space height=”5″][vc_row_inner][vc_column_inner width=”1/6″][vc_single_image image=”3467″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=3-methods”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3466″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=4-mistakes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3465″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=7-secrets”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3464″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=7-tips”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3463″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=8-tax-loopholes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”3462″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=0016g00000bSElpAAG&guidekey=8-retirement-blunders”][/vc_column_inner][/vc_row_inner][vc_column_text]
[/vc_column_text][/vc_column][/vc_row][vc_row stripe_color=”grey” css=”.vc_custom_1490361407015{margin-top: 2px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][/vc_column][/vc_row][vc_row css=”.vc_custom_1490360334629{margin-bottom: 30px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column css=”.vc_custom_1490201917517{padding-right: 100px !important;padding-bottom: 0px !important;padding-left: 100px !important;}”][vc_row_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1490198487520{padding-top: 50px !important;}”][vc_single_image image=”3443″ img_size=”medium” alignment=”center”][vc_column_text]
FORBES TOP-RANKED TEAM
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”3442″ img_size=”medium” alignment=”center”][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”3441″ img_size=”medium” alignment=”center”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column css=”.vc_custom_1490391152359{padding-right: 15% !important;padding-left: 15% !important;}”][vc_row_inner][vc_column_inner][vc_empty_space][vc_column_text]
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.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]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.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30″ el_id=”survey-section”][vc_column_text]
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
[/vc_column_text][vc_empty_space height=”24px”][vc_column_text]
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
[/vc_column_text]
[/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner][vc_column_text]How to get started.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”center-row”][vc_column_inner el_class=”hidden-col” width=”1/4″][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
1. Schedule an appointment
[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
2. Meet with us for a custom listening session
[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
3. Get your personalized strategy
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_empty_space height=”15″][vc_column_text]
Schedule an appointment Watch Video
[/vc_column_text][/vc_column][/vc_row][vc_row stripe_color=”site_accent” el_class=”schedule”][vc_column el_id=”appointment”][vc_column_text]
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
[/vc_column_text]
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
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”70px”][vc_row_inner][vc_column_inner width=”1/3″]
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.
[/vc_column_text][vc_column_text]
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.
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”1/3″]
[vc_column_text]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.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]
[vc_column_text]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.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″]
[vc_column_text]Our Locations
Gertsema Wealth Advisors is headquartered in St. Joseph, Missouri. Contact us today to speak with a wealth advisor or financial professional.
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][/vc_row_inner][vc_empty_space height=”50px”][vc_separator style=”double”][vc_empty_space height=”35px”][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]
Insights
Gertsema Wealth Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”45px”]
Blog post
[/vc_column_text][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Weekly Market Commentary
- Market Commentary: How Russia’s Invasion of Ukraine Could Impact Markets, and How Investors Should Respond
Russia’s invasion of Ukraine on February 24 has pushed the S&P 500 into a deeper decline. Stocks had already fallen more than 10% in anticipation of the attack and concerns over inflation and higher interest rates. When the invasion proved to be on the aggressive end of expectations, markets initially fell even further.Read more