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Effective Game Plan

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Advice in Common Language

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Straightforward Fees

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Download one of our free resources.

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Get more Insights

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FORBES TOP-RANKED TEAM

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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.

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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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Next
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How to get started.

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1. Schedule an appointment

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2. Meet with us for a custom listening session

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3. Get your personalized strategy

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Schedule an appointment    Watch Video

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Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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    First Name*

    Last Name*

    Email*

    Phone Number*

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    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

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    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

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    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

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    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

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      First Name*

      Last Name*

      Email*

      Phone Number*

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      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.

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      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.

      Read more

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      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.

      Read more

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      Our Locations

      Gertsema Wealth Advisors is headquartered in St. Joseph, Missouri. Contact us today to speak with a wealth advisor or financial professional.

      Read more

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      Insights

      Gertsema Wealth Advisors’ team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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      Blog
      Five Reasons Your IRA is Deflating, and ...

      By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.

      Read More
      Market Commentary
      Market Commentary: U.S. Markets Rally But ...

      U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.

      Read More
      Video
      Prioritizing Your Estate Plan

      Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.

      Read More
      Infographic
      10 Tax Planning Tips Your CPA Might Have ...

      There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

      Read More
      Tax-Loss Harvesting
      Monthly Newsletter
      Any Time is Tax-Loss Harvesting Time

      Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

      Read More
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      Blog post

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      Weekly Market Commentary

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